Aberdeen Wealth Management’s Otis Worldwide OTIS Stock Holding History

Aberdeen 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 Q2	$143K	Sell	1,999 -1,300	-39%	-$97.1K	0.07%	154
2026 Q1	$254K	Hold	3,299	–	–	0.12%	140
2025 Q4	$288K	Hold	3,299	–	–	0.13%	126
2025 Q3	$302K	Sell	3,299 -275	-8%	-$25K	0.19%	117
2025 Q2	$354K	Hold	3,574	–	–	0.24%	106
2025 Q1	$369K	Hold	3,574	–	–	0.25%	101
2024 Q4	$331K	Sell	3,574 -50	-1%	-$5.01K	0.23%	107
2024 Q3	$377K	Sell	3,624 -100	-3%	-$9.53K	0.25%	103
2024 Q2	$358K	Sell	3,724 -250	-6%	-$24.1K	0.24%	106
2024 Q1	$394K	Hold	3,974	–	–	0.23%	108
2023 Q4	$356K	Hold	3,974	–	–	0.26%	108
2023 Q3	$319K	Hold	3,974	–	–	0.24%	107
2023 Q2	$354K	Hold	3,974	–	–	0.26%	105
2023 Q1	$335K	Hold	3,974	–	–	0.25%	105
2022 Q4	$311K	Hold	3,974	–	–	0.23%	110
2022 Q3	$254K	Hold	3,974	–	–	0.22%	115
2022 Q2	$281K	Hold	3,974	–	–	0.22%	113
2022 Q1	$306K	Hold	3,974	–	–	0.21%	122
2021 Q4	$346K	Hold	3,974	–	–	0.23%	107
2021 Q3	$327K	Sell	3,974 -50	-1%	-$4.4K	0.32%	103
2021 Q2	$329K	Hold	4,024	–	–	0.3%	104
2021 Q1	$275K	Hold	4,024	–	–	0.22%	122
2020 Q4	$272K	Hold	4,024	–	–	0.21%	118
2020 Q3	$251K	Sell	4,024 -260	-6%	-$15.9K	0.24%	110
2020 Q2	$244K	Buy	+4,284	New	+$222K	0.26%	109

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Aberdeen Wealth Management's OTIS Position: Q2 2026 in Review

Aberdeen Wealth Management reduced its Otis Worldwide (OTIS) stake by 39% in Q2 2026, selling an estimated $97.1K and leaving 1,999 shares worth $143K. The position accounts for 0.07% of the portfolio, ranked #154.

Aberdeen Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $394K in Q1 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Aberdeen Wealth Management held 1,999 shares of Otis Worldwide worth $143K as of Q2 2026.
Aberdeen Wealth Management sold 1,300 Otis Worldwide shares in Q2 2026, an estimated $97.1K.
Otis Worldwide made up 0.07% of Aberdeen Wealth Management's portfolio in Q2 2026, its #154 holding.
Aberdeen Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Aberdeen Wealth Management's Otis Worldwide position peaked at $394K in Q1 2024.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.