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RWA Wealth Partners’s Otis Worldwide OTIS Stock Holding History

RWA Wealth Partners’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,653
Closed -$232K – 632
2025
Q4 		$232K Sell
2,653
-149
-5% -$13.3K ﹤0.01% 573
2025
Q3 		$256K Hold
2,802
– – ﹤0.01% 554
2025
Q2 		$277K Sell
2,802
-1
-0% -$97 ﹤0.01% 525
2025
Q1 		$289K Sell
2,803
-33
-1% -$3.22K ﹤0.01% 485
2024
Q4 		$263K Buy
2,836
+18
+0.6% +$1.8K ﹤0.01% 500
2024
Q3 		$293K Buy
+2,818
New +$268K ﹤0.01% 481

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RWA Wealth Partners's OTIS Position: Q1 2026 in Review

RWA Wealth Partners sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,653 shares — an estimated $232K sold.

RWA Wealth Partners first reported a position in OTIS in Q3 2024 and held it in 6 quarters. The position peaked at $293K in Q3 2024. 1,244 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • RWA Wealth Partners reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • RWA Wealth Partners sold 2,653 Otis Worldwide shares in Q1 2026, an estimated $232K.
  • RWA Wealth Partners first reported a position in Otis Worldwide in Q3 2024 and held it in 6 quarters.
  • RWA Wealth Partners's Otis Worldwide position peaked at $293K in Q3 2024.
  • 1,244 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.