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Synergy Investment Management’s Otis Worldwide OTIS Stock Holding History

Synergy Investment Management’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 		$47.7K Buy
+619
New +$54.2K 0.02% 289

Other funds holding OTIS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Synergy Investment Management's OTIS Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Otis Worldwide (OTIS) in Q1 2026: 619 shares worth $47.7K. The stake represents 0.02% of the portfolio and ranks #289 among its holdings.

1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Synergy Investment Management held 619 shares of Otis Worldwide worth $47.7K as of Q1 2026.
  • Otis Worldwide was a new Synergy Investment Management position in Q1 2026.
  • Otis Worldwide made up 0.02% of Synergy Investment Management's portfolio in Q1 2026, its #289 holding.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.