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Vise Technologies’s Otis Worldwide OTIS Stock Holding History

Vise Technologies’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 		$574K Hold
6,567
– – 0.01% 805
2025
Q4 		$574K Buy
6,567
+1,830
+39% +$164K 0.01% 810
2025
Q3 		$433K Sell
4,737
-451
-9% -$40.9K 0.02% 730
2025
Q2 		$514K Buy
+5,188
New +$501K 0.02% 630
2024
Q4 		$267K Buy
+2,884
New +$289K 0.02% 645

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

Vise Technologies's OTIS Position: Q1 2026 in Review

Vise Technologies held its Otis Worldwide (OTIS) position steady in Q1 2026 at 6,567 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #805.

Vise Technologies first reported a position in OTIS in Q4 2024 and has held it in 5 quarters since. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Vise Technologies held 6,567 shares of Otis Worldwide worth $574K as of Q1 2026.
  • Vise Technologies left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #805 holding.
  • Vise Technologies first reported a position in Otis Worldwide in Q4 2024 and has held it in 5 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.