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Wealth Preservation Advisors’s Otis Worldwide OTIS Stock Holding History

Wealth Preservation 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 		– Sell
-1,291
Closed -$113K – 1150
2025
Q4 		$113K Hold
1,291
– – 0.06% 127
2025
Q3 		$118K Hold
1,291
– – 0.07% 118
2025
Q2 		$128K Hold
1,291
– – 0.08% 116
2025
Q1 		$133K Buy
+1,291
New +$126K 0.1% 104

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

Wealth Preservation Advisors's OTIS Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 1,291 shares — an estimated $113K sold.

Wealth Preservation Advisors first reported a position in OTIS in Q1 2025 and held it in 4 quarters. The position peaked at $133K in Q1 2025. 1,241 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 1,291 Otis Worldwide shares in Q1 2026, an estimated $113K.
  • Wealth Preservation Advisors first reported a position in Otis Worldwide in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Otis Worldwide position peaked at $133K in Q1 2025.
  • 1,241 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.