American Capital Advisory’s Otis Worldwide OTIS Stock Holding History

American Capital Advisory’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	$24.9K	Buy	348 +6	+2%	+$448	0.01%	286
2026 Q1	$26.4K	Hold	342	–	–	0.01%	265
2025 Q4	$29.9K	Sell	342 -4	-1%	-$358	0.01%	253
2025 Q3	$31.6K	Sell	346 -3	-0.9%	-$272	0.01%	234
2025 Q2	$34.6K	Buy	349 +9	+3%	+$869	0.02%	217
2025 Q1	$35.1K	Buy	340 +4	+1%	+$391	0.02%	214
2024 Q4	$31.1K	Hold	336	–	–	0.02%	217
2024 Q3	$34.9K	Hold	336	–	–	0.02%	209
2024 Q2	$30.1K	Hold	336	–	–	0.02%	186
2024 Q1	$28.4K	Hold	336	–	–	0.02%	177
2023 Q4	$30.1K	Buy	+336	New	+$27.9K	0.02%	186

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

American Capital Advisory's OTIS Position: Q2 2026 in Review

American Capital Advisory increased its Otis Worldwide (OTIS) stake by 1.8% in Q2 2026, buying an estimated $448 and bringing the position to 348 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #286.

American Capital Advisory first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.1K in Q1 2025. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

American Capital Advisory held 348 shares of Otis Worldwide worth $24.9K as of Q2 2026.
American Capital Advisory bought 6 Otis Worldwide shares in Q2 2026, an estimated $448.
Otis Worldwide made up 0.01% of American Capital Advisory's portfolio in Q2 2026, its #286 holding.
American Capital Advisory first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
American Capital Advisory's Otis Worldwide position peaked at $35.1K in Q1 2025.
1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.