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Aptus Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Aptus Capital Advisors’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 		$232K Sell
3,235
-39
-1% -$2.91K ﹤0.01% 1055
2026
Q1 		$252K Sell
3,274
-2,282
-41% -$200K ﹤0.01% 932
2025
Q4 		$485K Buy
5,556
+70
+1% +$6.26K ﹤0.01% 740
2025
Q3 		$502K Buy
5,486
+231
+4% +$21K ﹤0.01% 699
2025
Q2 		$520K Buy
5,255
+155
+3% +$15K ﹤0.01% 665
2025
Q1 		$526K Buy
5,100
+129
+3% +$12.6K 0.01% 627
2024
Q4 		$460K Buy
4,971
+326
+7% +$32.7K ﹤0.01% 654
2024
Q3 		$483K Buy
4,645
+1,073
+30% +$102K 0.01% 546
2024
Q2 		$344K Buy
3,572
+269
+8% +$25.9K 0.01% 585
2024
Q1 		$328K Buy
3,303
+563
+21% +$52K 0.01% 610
2023
Q4 		$245K Sell
2,740
-609
-18% -$50.6K 0.01% 501
2023
Q3 		$269K Buy
+3,349
New +$286K 0.01% 497
2022
Q4 		– Sell
-46,195
Closed -$2.95M – 833
2022
Q3 		$2.95M Sell
46,195
-18,691
-29% -$1.37M 0.07% 158
2022
Q2 		$4.58M Sell
64,886
-322
-0.5% -$23.7K 0.12% 108
2022
Q1 		$5.02M Buy
65,208
+9,558
+17% +$764K 0.12% 102
2021
Q4 		$4.85M Buy
55,650
+8,209
+17% +$687K 0.15% 96
2021
Q3 		$3.9M Buy
47,441
+4,717
+11% +$415K 0.1% 109
2021
Q2 		$3.49M Buy
42,724
+3,707
+10% +$285K 0.1% 103
2021
Q1 		$2.67M Sell
39,017
-4
-0% -$261 0.1% 110
2020
Q4 		$2.64M Buy
39,021
+5,332
+16% +$346K 0.12% 103
2020
Q3 		$2.1M Sell
33,689
-8,651
-20% -$529K 0.11% 111
2020
Q2 		$2.41M Buy
+42,340
New +$2.19M 0.15% 95

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

Aptus Capital Advisors's OTIS Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Otis Worldwide (OTIS) stake by 1.2% in Q2 2026, selling an estimated $2.91K and leaving 3,235 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Aptus Capital Advisors first reported a position in OTIS in Q2 2020 and has held it in 22 quarters since. The position peaked at $5.02M in Q1 2022. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Aptus Capital Advisors held 3,235 shares of Otis Worldwide worth $232K as of Q2 2026.
  • Aptus Capital Advisors sold 39 Otis Worldwide shares in Q2 2026, an estimated $2.91K.
  • Otis Worldwide made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1055 holding.
  • Aptus Capital Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 22 quarters since.
  • Aptus Capital Advisors's Otis Worldwide position peaked at $5.02M in Q1 2022.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.