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Addison Advisors’s Otis Worldwide OTIS Stock Holding History

Addison 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 		$29.1K Sell
406
-2,894
-88% -$216K 0.01% 300
2026
Q1 		$254K Sell
3,300
-160
-5% -$14K 0.06% 190
2025
Q4 		$302K Sell
3,460
-17
-0.5% -$1.52K 0.07% 170
2025
Q3 		$318K Sell
3,477
-17
-0.5% -$1.54K 0.07% 170
2025
Q2 		$346K Buy
3,494
+24
+0.7% +$2.32K 0.09% 158
2025
Q1 		$358K Buy
3,470
+5
+0.1% +$488 0.1% 139
2024
Q4 		$321K Sell
3,465
-1
-0% -$100 0.09% 143
2024
Q3 		$360K Buy
3,466
+3
+0.1% +$286 0.1% 139
2024
Q2 		$333K Buy
3,463
+42
+1% +$4.05K 0.11% 141
2024
Q1 		$340K Sell
3,421
-53
-2% -$4.9K 0.12% 133
2023
Q4 		$311K Buy
3,474
+641
+23% +$53.3K 0.12% 127
2023
Q3 		$228K Buy
2,833
+91
+3% +$7.78K 0.11% 134
2023
Q2 		$244K Sell
2,742
-20
-0.7% -$1.69K 0.12% 129
2023
Q1 		$233K Buy
2,762
+105
+4% +$8.69K 0.13% 124
2022
Q4 		$208K Buy
2,657
+317
+14% +$23.4K 0.12% 127
2022
Q3 		$149K Buy
2,340
+1,104
+89% +$80.8K 0.09% 150
2022
Q2 		$87K Sell
1,236
-671
-35% -$49.4K 0.05% 206
2022
Q1 		$147K Buy
1,907
+996
+109% +$79.6K 0.08% 166
2021
Q4 		$79K Buy
911
+509
+127% +$42.6K 0.05% 204
2021
Q3 		$33K Buy
402
+4
+1% +$352 0.03% 217
2021
Q2 		$33K Buy
+398
New +$30.6K 0.03% 219
2020
Q4 		$27K Buy
+398
New +$25.8K 0.03% 228

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

Addison Advisors's OTIS Position: Q2 2026 in Review

Addison Advisors reduced its Otis Worldwide (OTIS) stake by 88% in Q2 2026, selling an estimated $216K and leaving 406 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #300.

Addison Advisors first reported a position in OTIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $360K in Q3 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Addison Advisors held 406 shares of Otis Worldwide worth $29.1K as of Q2 2026.
  • Addison Advisors sold 2,894 Otis Worldwide shares in Q2 2026, an estimated $216K.
  • Otis Worldwide made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #300 holding.
  • Addison Advisors first reported a position in Otis Worldwide in Q4 2020 and has held it in 22 quarters since.
  • Addison Advisors's Otis Worldwide position peaked at $360K in Q3 2024.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.