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Westend Capital Management’s Otis Worldwide OTIS Stock Holding History

Westend Capital Management’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 		$2.54K Hold
33
– – ﹤0.01% 208
2025
Q4 		$2.88K Hold
33
– – ﹤0.01% 206
2025
Q3 		$3.02K Hold
33
– – ﹤0.01% 218
2025
Q2 		$3.27K Hold
33
– – ﹤0.01% 192
2025
Q1 		$3.41K Buy
+33
New +$3.22K ﹤0.01% 181

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

Westend Capital Management's OTIS Position: Q1 2026 in Review

Westend Capital Management held its Otis Worldwide (OTIS) position steady in Q1 2026 at 33 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Westend Capital Management first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.41K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Westend Capital Management held 33 shares of Otis Worldwide worth $2.54K as of Q1 2026.
  • Westend Capital Management left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Westend Capital Management's portfolio in Q1 2026, its #208 holding.
  • Westend Capital Management first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
  • Westend Capital Management's Otis Worldwide position peaked at $3.41K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.