Arax Advisory Partners’s Otis Worldwide OTIS Stock Holding History

Arax Advisory Partners’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	$1.58M	Buy	22,095 +20,104	+1,010%	+$1.5M	0.01%	952
2026 Q1	$151K	Buy	1,991 +313	+19%	+$27.4K	﹤0.01%	1203
2025 Q4	$147K	Sell	1,678 -26,376	-94%	-$2.36M	﹤0.01%	1164
2025 Q3	$2.56M	Buy	28,054 +26,458	+1,658%	+$2.4M	0.04%	403
2025 Q2	$158K	Sell	1,596 -128	-7%	-$12.4K	0.01%	748
2025 Q1	$178K	Buy	1,724 +1,105	+179%	+$108K	0.01%	559
2024 Q4	$57.5K	Buy	619 +192	+45%	+$19.3K	﹤0.01%	859
2024 Q3	$44.4K	Sell	427 -35	-8%	-$3.33K	﹤0.01%	764
2024 Q2	$44.5K	Buy	462 +37	+9%	+$3.57K	﹤0.01%	704
2024 Q1	$42.2K	Buy	425 +6	+1%	+$555	﹤0.01%	532
2023 Q4	$37.5K	Buy	419 +1	+0.2%	+$83	﹤0.01%	536
2023 Q3	$33.6K	Buy	418 +1	+0.2%	+$86	﹤0.01%	512
2023 Q2	$37.1K	Buy	417 +1	+0.2%	+$84	﹤0.01%	497
2023 Q1	$35.1K	Buy	416 +1	+0.2%	+$83	﹤0.01%	509
2022 Q4	$32.5K	Buy	415 +1	+0.2%	+$74	﹤0.01%	500
2022 Q3	$26K	Hold	414	–	–	﹤0.01%	530
2022 Q2	$29K	Hold	414	–	–	﹤0.01%	510
2022 Q1	$32K	Hold	414	–	–	﹤0.01%	520
2021 Q4	$36K	Hold	414	–	–	﹤0.01%	498
2021 Q3	$34K	Hold	414	–	–	﹤0.01%	495
2021 Q2	$34K	Buy	+414	New	+$31.9K	﹤0.01%	516
2020 Q4	$28K	Hold	414	–	–	﹤0.01%	473
2020 Q3	$26K	Hold	414	–	–	﹤0.01%	452
2020 Q2	$24K	Buy	+414	New	+$21.4K	﹤0.01%	454

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

Arax Advisory Partners's OTIS Position: Q2 2026 in Review

Arax Advisory Partners increased its Otis Worldwide (OTIS) stake by 1,010% in Q2 2026, buying an estimated $1.5M and bringing the position to 22,095 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #952.

Arax Advisory Partners first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.56M in Q3 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Arax Advisory Partners held 22,095 shares of Otis Worldwide worth $1.58M as of Q2 2026.
Arax Advisory Partners bought 20,104 Otis Worldwide shares in Q2 2026, an estimated $1.5M.
Otis Worldwide made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #952 holding.
Arax Advisory Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
Arax Advisory Partners's Otis Worldwide position peaked at $2.56M in Q3 2025.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.