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Western Wealth Management’s Otis Worldwide OTIS Stock Holding History

Western Wealth 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 		$961K Buy
+12,471
New +$1.09M 0.04% 457
2022
Q4 		– Sell
-5,005
Closed -$316K – 748
2022
Q3 		$316K Sell
5,005
-1,407
-22% -$103K 0.02% 618
2022
Q2 		$449K Buy
6,412
+1
+0% +$74 0.03% 504
2022
Q1 		$494K Buy
6,411
+3,008
+88% +$240K 0.02% 535
2021
Q4 		$291K Buy
+3,403
New +$285K 0.03% 475

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

Western Wealth Management's OTIS Position: Q1 2026 in Review

Western Wealth Management opened a new position in Otis Worldwide (OTIS) in Q1 2026: 12,471 shares worth $961K. The stake represents 0.04% of the portfolio and ranks #457 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in OTIS as recently as Q3 2022.

Western Wealth Management first reported a position in OTIS in Q4 2021 and has held it in 5 quarters since. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Western Wealth Management held 12,471 shares of Otis Worldwide worth $961K as of Q1 2026.
  • Otis Worldwide was a new Western Wealth Management position in Q1 2026.
  • Otis Worldwide made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #457 holding.
  • Western Wealth Management first reported a position in Otis Worldwide in Q4 2021 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 Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.