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Acumen Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Acumen Wealth Advisors’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 		$5.51K Sell
77
-163
-68% -$12.2K ﹤0.01% 393
2026
Q1 		$18.5K Hold
240
– – 0.01% 233
2025
Q4 		$21K Buy
+240
New +$21.5K 0.01% 217

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

Acumen Wealth Advisors's OTIS Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its Otis Worldwide (OTIS) stake by 68% in Q2 2026, selling an estimated $12.2K and leaving 77 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Acumen Wealth Advisors first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $21K in Q4 2025. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Acumen Wealth Advisors held 77 shares of Otis Worldwide worth $5.51K as of Q2 2026.
  • Acumen Wealth Advisors sold 163 Otis Worldwide shares in Q2 2026, an estimated $12.2K.
  • Otis Worldwide made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #393 holding.
  • Acumen Wealth Advisors first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Otis Worldwide position peaked at $21K in Q4 2025.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.