Turtle Creek Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Turtle Creek Wealth 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	$700K	Buy	9,086 +169	+2%	+$14.8K	0.05%	179
2025 Q4	$779K	Sell	8,917 -1,697	-16%	-$152K	0.06%	182
2025 Q3	$970K	Sell	10,614 -19	-0.2%	-$1.73K	0.09%	137
2025 Q2	$1.05M	Buy	+10,633	New	+$1.03M	0.12%	113
2024 Q1	–	Sell	-315	Closed	-$28.2K	–	625
2023 Q4	$28.2K	Buy	+315	New	+$26.2K	0.01%	363

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

Turtle Creek Wealth Advisors's OTIS Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Otis Worldwide (OTIS) stake by 1.9% in Q1 2026, buying an estimated $14.8K and bringing the position to 9,086 shares worth $700K. The position accounts for 0.05% of the portfolio, ranked #179.

Turtle Creek Wealth Advisors first reported a position in OTIS in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.05M in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Turtle Creek Wealth Advisors held 9,086 shares of Otis Worldwide worth $700K as of Q1 2026.
Turtle Creek Wealth Advisors bought 169 Otis Worldwide shares in Q1 2026, an estimated $14.8K.
Otis Worldwide made up 0.05% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #179 holding.
Turtle Creek Wealth Advisors first reported a position in Otis Worldwide in Q4 2023 and has held it in 5 quarters since.
Turtle Creek Wealth Advisors's Otis Worldwide position peaked at $1.05M in Q2 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.