Signature Wealth Management Partners’s Otis Worldwide OTIS Stock Holding History

Signature Wealth Management 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	$224K	Hold	2,910	–	–	0.11%	105
2025 Q4	$254K	Hold	2,910	–	–	0.13%	99
2025 Q3	$266K	Hold	2,910	–	–	0.14%	96
2025 Q2	$288K	Hold	2,910	–	–	0.16%	84
2025 Q1	$300K	Hold	2,910	–	–	0.2%	81
2024 Q4	$269K	Hold	2,910	–	–	0.19%	84
2024 Q3	$302K	Hold	2,910	–	–	0.22%	79
2024 Q2	$280K	Hold	2,910	–	–	0.21%	82
2024 Q1	$289K	Hold	2,910	–	–	0.24%	80
2023 Q4	$260K	Hold	2,910	–	–	0.23%	84
2023 Q3	$234K	Hold	2,910	–	–	0.23%	83
2023 Q2	$259K	Hold	2,910	–	–	0.24%	78
2023 Q1	$246K	Sell	2,910 -177	-6%	-$14.6K	0.23%	82
2022 Q4	$242K	Buy	+3,087	New	+$228K	0.24%	86
2022 Q3	–	Sell	-3,162	Closed	-$223K	–	107
2022 Q2	$223K	Hold	3,162	–	–	0.23%	90
2022 Q1	$243K	Hold	3,162	–	–	0.21%	94
2021 Q4	$275K	Hold	3,162	–	–	0.23%	88
2021 Q3	$260K	Hold	3,162	–	–	0.24%	89
2021 Q2	$259K	Hold	3,162	–	–	0.24%	90
2021 Q1	$216K	Hold	3,162	–	–	0.21%	93
2020 Q4	$214K	Buy	+3,162	New	+$205K	0.21%	88

Other funds holding OTIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Signature Wealth Management Partners's OTIS Position: Q1 2026 in Review

Signature Wealth Management Partners held its Otis Worldwide (OTIS) position steady in Q1 2026 at 2,910 shares worth $224K. The position accounts for 0.11% of the portfolio, ranked #105.

Signature Wealth Management Partners first reported a position in OTIS in Q4 2020 and has held it in 21 quarters since. The position peaked at $302K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Signature Wealth Management Partners held 2,910 shares of Otis Worldwide worth $224K as of Q1 2026.
Signature Wealth Management Partners left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.11% of Signature Wealth Management Partners's portfolio in Q1 2026, its #105 holding.
Signature Wealth Management Partners first reported a position in Otis Worldwide in Q4 2020 and has held it in 21 quarters since.
Signature Wealth Management Partners's Otis Worldwide position peaked at $302K in Q3 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Signature Wealth Management Partners's 13F filing for Q1 2026, filed 21 Apr 2026.