AF
OTIS icon

Allworth Financial’s Otis Worldwide OTIS Stock Holding History

Allworth 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 		$3.12M Buy
43,593
+7,606
+21% +$568K 0.01% 436
2026
Q1 		$2.77M Buy
35,987
+4,931
+16% +$431K 0.01% 465
2025
Q4 		$2.71M Sell
31,056
-450
-1% -$40.3K 0.01% 470
2025
Q3 		$2.88M Sell
31,506
-2,299
-7% -$209K 0.01% 438
2025
Q2 		$3.35M Buy
33,805
+1,447
+4% +$140K 0.02% 382
2025
Q1 		$3M Buy
32,358
+4,234
+15% +$414K 0.02% 336
2024
Q4 		$2.68M Buy
28,124
+23,654
+529% +$2.37M 0.01% 349
2024
Q3 		$465K Buy
4,470
+38
+0.9% +$3.62K ﹤0.01% 591
2024
Q2 		$433K Sell
4,432
-27
-0.6% -$2.6K ﹤0.01% 604
2024
Q1 		$443K Buy
4,459
+453
+11% +$41.9K ﹤0.01% 573
2023
Q4 		$359K Sell
4,006
-106
-3% -$8.81K ﹤0.01% 599
2023
Q3 		$330K Buy
4,112
+388
+10% +$33.2K ﹤0.01% 582
2023
Q2 		$331K Sell
3,724
-107
-3% -$9.02K ﹤0.01% 583
2023
Q1 		$323K Buy
3,831
+835
+28% +$69.1K ﹤0.01% 553
2022
Q4 		$235K Buy
2,996
+765
+34% +$56.5K ﹤0.01% 598
2022
Q3 		$142K Sell
2,231
-41
-2% -$3K ﹤0.01% 670
2022
Q2 		$161K Buy
2,272
+155
+7% +$11.4K ﹤0.01% 603
2022
Q1 		$163K Buy
2,117
+194
+10% +$15.5K ﹤0.01% 591
2021
Q4 		$167K Buy
1,923
+166
+9% +$13.9K ﹤0.01% 566
2021
Q3 		$145K Buy
1,757
+399
+29% +$35.1K ﹤0.01% 546
2021
Q2 		$111K Buy
1,358
+45
+3% +$3.46K ﹤0.01% 462
2021
Q1 		$90K Buy
1,313
+660
+101% +$43.1K ﹤0.01% 466
2020
Q4 		$44K Sell
653
-14
-2% -$908 ﹤0.01% 504
2020
Q3 		$42K Sell
667
-253
-28% -$15.5K ﹤0.01% 452
2020
Q2 		$52K Buy
+920
New +$47.7K ﹤0.01% 413

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

Allworth Financial's OTIS Position: Q2 2026 in Review

Allworth Financial increased its Otis Worldwide (OTIS) stake by 21% in Q2 2026, buying an estimated $568K and bringing the position to 43,593 shares worth $3.12M. The position accounts for 0.01% of the portfolio, ranked #436.

Allworth Financial first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.35M in Q2 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Allworth Financial held 43,593 shares of Otis Worldwide worth $3.12M as of Q2 2026.
  • Allworth Financial bought 7,606 Otis Worldwide shares in Q2 2026, an estimated $568K.
  • Otis Worldwide made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #436 holding.
  • Allworth Financial first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Allworth Financial's Otis Worldwide position peaked at $3.35M in Q2 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.