Allied Private Wealth’s Otis Worldwide OTIS Stock Holding History

Allied Private Wealth’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	$864	Buy	+12	New	+$896	﹤0.01%	820

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

Allied Private Wealth's OTIS Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Otis Worldwide (OTIS) in Q2 2026: 12 shares worth $864. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings.

1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Allied Private Wealth held 12 shares of Otis Worldwide worth $864 as of Q2 2026.
Otis Worldwide was a new Allied Private Wealth position in Q2 2026.
Otis Worldwide made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #820 holding.
1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.