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AlphaCore Capital’s Otis Worldwide OTIS Stock Holding History

AlphaCore Capital’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 		$471K Buy
6,575
+3,783
+135% +$283K 0.01% 713
2026
Q1 		$215K Sell
2,792
-2,479
-47% -$217K 0.01% 823
2025
Q4 		$460K Buy
5,271
+2,537
+93% +$227K 0.01% 634
2025
Q3 		$250K Buy
2,734
+90
+3% +$8.17K 0.01% 637
2025
Q2 		$262K Buy
+2,644
New +$255K 0.01% 512

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

AlphaCore Capital's OTIS Position: Q2 2026 in Review

AlphaCore Capital increased its Otis Worldwide (OTIS) stake by 135% in Q2 2026, buying an estimated $283K and bringing the position to 6,575 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #713.

AlphaCore Capital first reported a position in OTIS in Q2 2025 and has held it in 5 quarters since. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • AlphaCore Capital held 6,575 shares of Otis Worldwide worth $471K as of Q2 2026.
  • AlphaCore Capital bought 3,783 Otis Worldwide shares in Q2 2026, an estimated $283K.
  • Otis Worldwide made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #713 holding.
  • AlphaCore Capital first reported a position in Otis Worldwide in Q2 2025 and has held it in 5 quarters since.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.