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Advisornet Financial’s Otis Worldwide OTIS Stock Holding History

Advisornet 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 		$2.51K Buy
35
+15
+75% +$1.12K ﹤0.01% 1893
2026
Q1 		$1.54K Buy
20
+16
+400% +$1.4K ﹤0.01% 1948
2025
Q4 		$349 Sell
4
-4
-50% -$358 ﹤0.01% 2122
2025
Q3 		$731 Sell
8
-77
-91% -$6.99K ﹤0.01% 2013
2025
Q2 		$8.42K Buy
85
+4
+5% +$386 ﹤0.01% 1532
2025
Q1 		$8.36K Buy
81
+1
+1% +$98 ﹤0.01% 1469
2024
Q4 		$7.41K Sell
80
-103
-56% -$10.3K ﹤0.01% 1388
2024
Q3 		$19K Buy
183
+4
+2% +$381 ﹤0.01% 1212
2024
Q2 		$17.2K Buy
179
+1
+0.6% +$96 ﹤0.01% 1143
2024
Q1 		$17.7K Sell
178
-162
-48% -$15K ﹤0.01% 1115
2023
Q4 		$30.4K Buy
340
+66
+24% +$5.49K ﹤0.01% 963
2023
Q3 		$22K Sell
274
-179
-40% -$15.3K ﹤0.01% 1001
2023
Q2 		$40.3K Sell
453
-149
-25% -$12.6K ﹤0.01% 877
2023
Q1 		$50.8K Buy
602
+13
+2% +$1.08K ﹤0.01% 795
2022
Q4 		$46.1K Sell
589
-5
-0.8% -$369 ﹤0.01% 814
2022
Q3 		$38K Buy
594
+15
+3% +$1.1K ﹤0.01% 926
2022
Q2 		$41K Sell
579
-167
-22% -$12.3K ﹤0.01% 928
2022
Q1 		$57K Buy
746
+164
+28% +$13.1K ﹤0.01% 925
2021
Q4 		$51K Buy
582
+5
+0.9% +$419 ﹤0.01% 1006
2021
Q3 		$47K Sell
577
-8,315
-94% -$731K ﹤0.01% 1027
2021
Q2 		$727K Buy
8,892
+259
+3% +$19.9K 0.05% 316
2021
Q1 		$591K Buy
8,633
+314
+4% +$20.5K 0.04% 339
2020
Q4 		$562K Buy
8,319
+761
+10% +$49.4K 0.05% 319
2020
Q3 		$472K Buy
7,558
+400
+6% +$24.5K 0.04% 343
2020
Q2 		$407K Buy
+7,158
New +$371K 0.03% 372

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 $3.38T AUM 44.17% 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

Advisornet Financial's OTIS Position: Q2 2026 in Review

Advisornet Financial increased its Otis Worldwide (OTIS) stake by 75% in Q2 2026, buying an estimated $1.12K and bringing the position to 35 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

Advisornet Financial first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $727K in Q2 2021. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Advisornet Financial held 35 shares of Otis Worldwide worth $2.51K as of Q2 2026.
  • Advisornet Financial bought 15 Otis Worldwide shares in Q2 2026, an estimated $1.12K.
  • Otis Worldwide made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1893 holding.
  • Advisornet Financial first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Advisornet Financial's Otis Worldwide position peaked at $727K in Q2 2021.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.