WJWM
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Williams Jones Wealth Management’s Otis Worldwide OTIS Stock Holding History

Williams Jones 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 		$475K Sell
6,159
-350
-5% -$30.6K 0.01% 358
2025
Q4 		$569K Hold
6,509
– – 0.01% 331
2025
Q3 		$595K Sell
6,509
-179
-3% -$16.2K 0.01% 324
2025
Q2 		$662K Sell
6,688
-1
-0% -$97 0.01% 307
2025
Q1 		$690K Sell
6,689
-137
-2% -$13.4K 0.01% 286
2024
Q4 		$632K Hold
6,826
– – 0.01% 310
2024
Q3 		$709K Sell
6,826
-1,174
-15% -$112K 0.01% 297
2024
Q2 		$770K Hold
8,000
– – 0.01% 287
2024
Q1 		$794K Sell
8,000
-983
-11% -$90.9K 0.01% 283
2023
Q4 		$804K Buy
8,983
+450
+5% +$37.4K 0.01% 275
2023
Q3 		$685K Hold
8,533
– – 0.01% 295
2023
Q2 		$760K Sell
8,533
-804
-9% -$67.7K 0.01% 288
2023
Q1 		$788K Hold
9,337
– – 0.01% 307
2022
Q4 		$731K Sell
9,337
-28
-0.3% -$2.07K 0.01% 309
2022
Q3 		$598K Sell
9,365
-18
-0.2% -$1.32K 0.01% 338
2022
Q2 		$663K Buy
9,383
+2,163
+30% +$159K 0.01% 326
2022
Q1 		$556K Buy
7,220
+2,905
+67% +$232K 0.01% 333
2021
Q4 		$376K Sell
4,315
-80
-2% -$6.7K ﹤0.01% 368
2021
Q3 		$362K Hold
4,395
– – 0.01% 367
2021
Q2 		$359K Sell
4,395
-255
-5% -$19.6K 0.01% 375
2021
Q1 		$318K Sell
4,650
-283
-6% -$18.5K 0.01% 379
2020
Q4 		$333K Sell
4,933
-3,820
-44% -$248K 0.01% 356
2020
Q3 		$546K Buy
8,753
+21
+0.2% +$1.28K 0.01% 258
2020
Q2 		$497K Buy
+8,732
New +$452K 0.01% 262

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

Williams Jones Wealth Management's OTIS Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Otis Worldwide (OTIS) stake by 5.4% in Q1 2026, selling an estimated $30.6K and leaving 6,159 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #358.

Williams Jones Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $804K in Q4 2023. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Williams Jones Wealth Management held 6,159 shares of Otis Worldwide worth $475K as of Q1 2026.
  • Williams Jones Wealth Management sold 350 Otis Worldwide shares in Q1 2026, an estimated $30.6K.
  • Otis Worldwide made up 0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #358 holding.
  • Williams Jones Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Williams Jones Wealth Management's Otis Worldwide position peaked at $804K in Q4 2023.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.