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Advisor OS’s Otis Worldwide OTIS Stock Holding History

Advisor OS’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 		– Sell
-2,958
Closed -$228K – 611
2026
Q1 		$228K Sell
2,958
-7
-0.2% -$612 0.02% 504
2025
Q4 		$259K Sell
2,965
-206
-6% -$18.4K 0.02% 415
2025
Q3 		$290K Sell
3,171
-85
-3% -$7.72K 0.03% 374
2025
Q2 		$322K Buy
3,256
+49
+2% +$4.73K 0.03% 344
2025
Q1 		$331K Buy
3,207
+35
+1% +$3.42K 0.04% 309
2024
Q4 		$294K Buy
3,172
+100
+3% +$10K 0.03% 329
2024
Q3 		$319K Buy
3,072
+513
+20% +$48.9K 0.03% 314
2024
Q2 		$246K Buy
2,559
+175
+7% +$16.9K 0.03% 338
2024
Q1 		$237K Buy
2,384
+32
+1% +$2.96K 0.03% 347
2023
Q4 		$211K Buy
+2,352
New +$196K 0.03% 316
2023
Q3 		– Sell
-2,315
Closed -$206K – 306
2023
Q2 		$206K Buy
+2,315
New +$195K 0.03% 283
2022
Q1 		– Sell
-2,594
Closed -$226K – 237
2021
Q4 		$226K Buy
2,594
+3
+0.1% +$251 0.05% 230
2021
Q3 		$213K Buy
2,591
+2
+0.1% +$176 0.05% 217
2021
Q2 		$211K Buy
+2,589
New +$199K 0.04% 216

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

Advisor OS's OTIS Position: Q2 2026 in Review

Advisor OS sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,958 shares — an estimated $228K sold.

Advisor OS first reported a position in OTIS in Q2 2021 and held it in 14 quarters. The position peaked at $331K in Q1 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Advisor OS reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Advisor OS sold 2,958 Otis Worldwide shares in Q2 2026, an estimated $228K.
  • Advisor OS first reported a position in Otis Worldwide in Q2 2021 and held it in 14 quarters.
  • Advisor OS's Otis Worldwide position peaked at $331K in Q1 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.