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Twin Peaks Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Twin Peaks 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 		$11.1K Buy
+144
New +$12.6K ﹤0.01% 1008
2025
Q3 		– Sell
-137
Closed -$12.1K – 1503
2025
Q2 		$12.1K Buy
+137
New +$13.2K ﹤0.01% 834

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

Twin Peaks Wealth Advisors's OTIS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Otis Worldwide (OTIS) in Q1 2026: 144 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #1008 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in OTIS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in OTIS in Q2 2025 and has held it in 2 quarters since. The position peaked at $12.1K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 144 shares of Otis Worldwide worth $11.1K as of Q1 2026.
  • Otis Worldwide was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1008 holding.
  • Twin Peaks Wealth Advisors first reported a position in Otis Worldwide in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Otis Worldwide position peaked at $12.1K in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.