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Trask Adam Roland’s Otis Worldwide OTIS Stock Holding History

Trask Adam Roland’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 		$19.3K Buy
+250
New +$21.9K 0.02% 150

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 $3.37T AUM 44.26% 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

Trask Adam Roland's OTIS Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Otis Worldwide (OTIS) in Q1 2026: 250 shares worth $19.3K. The stake represents 0.02% of the portfolio and ranks #150 among its holdings.

1,241 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Trask Adam Roland held 250 shares of Otis Worldwide worth $19.3K as of Q1 2026.
  • Otis Worldwide was a new Trask Adam Roland position in Q1 2026.
  • Otis Worldwide made up 0.02% of Trask Adam Roland's portfolio in Q1 2026, its #150 holding.
  • 1,241 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.