TLA
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Tanglewood Legacy Advisors’s Otis Worldwide OTIS Stock Holding History

Tanglewood Legacy Advisors’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 		$12.9K Hold
167
– – ﹤0.01% 220
2025
Q4 		$14.6K Hold
167
– – 0.01% 215
2025
Q3 		$15.3K Hold
167
– – 0.01% 223
2025
Q2 		$16.5K Hold
167
– – 0.01% 229
2025
Q1 		$17.2K Hold
167
– – 0.01% 233
2024
Q4 		$15.5K Hold
167
– – 0.01% 237
2024
Q3 		$17.4K Hold
167
– – 0.01% 219
2024
Q2 		$16.1K Hold
167
– – 0.01% 221
2024
Q1 		$16.6K Hold
167
– – 0.01% 229
2023
Q4 		$14.9K Hold
167
– – 0.01% 227
2023
Q3 		$13.4K Hold
167
– – 0.01% 238
2023
Q2 		$14.9K Hold
167
– – 0.01% 233
2023
Q1 		$14.1K Hold
167
– – 0.01% 226
2022
Q4 		$13.1K Buy
+167
New +$12.3K 0.01% 205

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

Tanglewood Legacy Advisors's OTIS Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its Otis Worldwide (OTIS) position steady in Q1 2026 at 167 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Tanglewood Legacy Advisors first reported a position in OTIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.4K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Tanglewood Legacy Advisors held 167 shares of Otis Worldwide worth $12.9K as of Q1 2026.
  • Tanglewood Legacy Advisors left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #220 holding.
  • Tanglewood Legacy Advisors first reported a position in Otis Worldwide in Q4 2022 and has held it in 14 quarters since.
  • Tanglewood Legacy Advisors's Otis Worldwide position peaked at $17.4K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.