Strengthening Families & Communities LLC’s Otis Worldwide OTIS Stock Holding History

Strengthening Families & Communities LLC’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	-702	Closed	-$61.3K	–	645
2025 Q4	$61.3K	Buy	702 +1	+0.1%	+$89	0.02%	127
2025 Q3	$64.1K	Sell	701 -1	-0.1%	-$91	0.01%	226
2025 Q2	$69.5K	Hold	702	–	–	0.04%	142
2025 Q1	$72.4K	Hold	702	–	–	0.04%	148
2024 Q4	$65K	Hold	702	–	–	0.04%	146
2024 Q3	$72.9K	Hold	702	–	–	0.02%	208
2024 Q2	$68K	Buy	702 +505	+256%	+$48.7K	0.02%	226
2024 Q1	$20K	Hold	197	–	–	0.01%	147
2023 Q4	$17.6K	Buy	197 +1	+0.5%	+$83	0.01%	151
2023 Q3	$16K	Sell	196 -100	-34%	-$8.55K	0.01%	289
2023 Q2	$26K	Buy	296 +285	+2,591%	+$24K	0.01%	283
2023 Q1	$1	Buy	+11	New	+$910	﹤0.01%	358

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

Strengthening Families & Communities LLC's OTIS Position: Q1 2026 in Review

Strengthening Families & Communities LLC sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 702 shares — an estimated $61.3K sold.

Strengthening Families & Communities LLC first reported a position in OTIS in Q1 2023 and held it in 12 quarters. The position peaked at $72.9K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Strengthening Families & Communities LLC reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
Strengthening Families & Communities LLC sold 702 Otis Worldwide shares in Q1 2026, an estimated $61.3K.
Strengthening Families & Communities LLC first reported a position in Otis Worldwide in Q1 2023 and held it in 12 quarters.
Strengthening Families & Communities LLC's Otis Worldwide position peaked at $72.9K in Q3 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q1 2026, filed 11 May 2026.