Arete Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Arete Wealth 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	$1.51M	Buy	21,110 +99	+0.5%	+$7.39K	0.1%	184
2026 Q1	$1.62M	Buy	21,011 +3	+0%	+$262	0.12%	173
2025 Q4	$1.84M	Buy	21,008 +394	+2%	+$35.2K	0.13%	173
2025 Q3	$1.89M	Buy	20,614 +86	+0.4%	+$7.81K	0.12%	177
2025 Q2	$2.03M	Buy	+20,528	New	+$1.98M	0.14%	144
2020 Q4	–	Sell	-4,463	Closed	-$282K	–	436
2020 Q3	$282K	Sell	4,463 -573	-11%	-$35K	0.04%	300
2020 Q2	$286K	Buy	+5,036	New	+$261K	0.05%	300

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

Arete Wealth Advisors's OTIS Position: Q2 2026 in Review

Arete Wealth Advisors increased its Otis Worldwide (OTIS) stake by 0.47% in Q2 2026, buying an estimated $7.39K and bringing the position to 21,110 shares worth $1.51M. The position accounts for 0.1% of the portfolio, ranked #184.

Arete Wealth Advisors first reported a position in OTIS in Q2 2020 and has held it in 7 quarters since. The position peaked at $2.03M in Q2 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Arete Wealth Advisors held 21,110 shares of Otis Worldwide worth $1.51M as of Q2 2026.
Arete Wealth Advisors bought 99 Otis Worldwide shares in Q2 2026, an estimated $7.39K.
Otis Worldwide made up 0.1% of Arete Wealth Advisors's portfolio in Q2 2026, its #184 holding.
Arete Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 7 quarters since.
Arete Wealth Advisors's Otis Worldwide position peaked at $2.03M in Q2 2025.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.