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AmeriFlex Group’s Otis Worldwide OTIS Stock Holding History

AmeriFlex Group’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 		$1.22K Buy
+17
New +$1.27K ﹤0.01% 1375
2025
Q4 		– Sell
-62
Closed -$5.67K – 1186
2025
Q3 		$5.67K Buy
+62
New +$5.63K ﹤0.01% 893
2025
Q1 		– Sell
-69
Closed -$6.54K – 1297
2024
Q4 		$6.54K Buy
+69
New +$6.92K ﹤0.01% 872

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

AmeriFlex Group's OTIS Position: Q2 2026 in Review

AmeriFlex Group opened a new position in Otis Worldwide (OTIS) in Q2 2026: 17 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #1375 among its holdings. This is a return to the name: AmeriFlex Group previously reported a position in OTIS as recently as Q3 2025.

AmeriFlex Group first reported a position in OTIS in Q4 2024 and has held it in 3 quarters since. The position peaked at $6.54K in Q4 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • AmeriFlex Group held 17 shares of Otis Worldwide worth $1.22K as of Q2 2026.
  • Otis Worldwide was a new AmeriFlex Group position in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #1375 holding.
  • AmeriFlex Group first reported a position in Otis Worldwide in Q4 2024 and has held it in 3 quarters since.
  • AmeriFlex Group's Otis Worldwide position peaked at $6.54K in Q4 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.