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Abound Financial’s Otis Worldwide OTIS Stock Holding History

Abound Financial’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 		$2.65K Hold
37
– – ﹤0.01% 266
2026
Q1 		$2.85K Hold
37
– – ﹤0.01% 250
2025
Q4 		$3.23K Buy
+37
New +$3.31K ﹤0.01% 244
2025
Q2 		– Sell
-37
Closed -$3.82K – 200
2025
Q1 		$3.82K Buy
+37
New +$3.62K ﹤0.01% 233

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Abound Financial's OTIS Position: Q2 2026 in Review

Abound Financial held its Otis Worldwide (OTIS) position steady in Q2 2026 at 37 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Abound Financial first reported a position in OTIS in Q1 2025 and has held it in 4 quarters since. The position peaked at $3.82K in Q1 2025. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Abound Financial held 37 shares of Otis Worldwide worth $2.65K as of Q2 2026.
  • Abound Financial left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Abound Financial's portfolio in Q2 2026, its #266 holding.
  • Abound Financial first reported a position in Otis Worldwide in Q1 2025 and has held it in 4 quarters since.
  • Abound Financial's Otis Worldwide position peaked at $3.82K in Q1 2025.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.