Aegis Wealth Management (Maryland)’s Otis Worldwide OTIS Stock Holding History

Aegis Wealth Management (Maryland)’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	$291K	Buy	+4,069	New	+$304K	0.14%	130

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s OTIS Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) opened a new position in Otis Worldwide (OTIS) in Q2 2026: 4,069 shares worth $291K. The stake represents 0.14% of the portfolio and ranks #130 among its holdings.

1,218 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Aegis Wealth Management (Maryland) held 4,069 shares of Otis Worldwide worth $291K as of Q2 2026.
Otis Worldwide was a new Aegis Wealth Management (Maryland) position in Q2 2026.
Otis Worldwide made up 0.14% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #130 holding.
1,218 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.