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Arkadios Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Arkadios 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 		$630K Buy
8,793
+292
+3% +$21.8K 0.01% 1003
2026
Q1 		$655K Buy
8,501
+265
+3% +$23.2K 0.01% 980
2025
Q4 		$719K Buy
8,236
+916
+13% +$81.9K 0.01% 847
2025
Q3 		$669K Sell
7,320
-194
-3% -$17.6K 0.02% 819
2025
Q2 		$744K Buy
7,514
+1,333
+22% +$129K 0.02% 695
2025
Q1 		$638K Buy
6,181
+3,185
+106% +$311K 0.02% 618
2024
Q4 		$277K Buy
2,996
+499
+20% +$50K 0.02% 746
2024
Q3 		$260K Buy
+2,497
New +$238K 0.01% 764
2022
Q1 		– Sell
-7,462
Closed -$650K – 614
2021
Q4 		$650K Sell
7,462
-2,392
-24% -$200K 0.09% 275
2021
Q3 		$810K Sell
9,854
-3,179
-24% -$280K 0.12% 197
2021
Q2 		$1.06M Buy
13,033
+12,056
+1,234% +$928K 0.13% 182
2021
Q1 		$66K Buy
977
+197
+25% +$12.9K 0.01% 620
2020
Q4 		$52K Buy
780
+112
+17% +$7.27K 0.01% 554
2020
Q3 		$43.4K Sell
668
-10
-1% -$612 0.02% 443
2020
Q2 		$38.9K Buy
+678
New +$35.1K 0.02% 410

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 $3.38T AUM 44.17% 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

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

Arkadios Wealth Advisors increased its Otis Worldwide (OTIS) stake by 3.4% in Q2 2026, buying an estimated $21.8K and bringing the position to 8,793 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #1003.

Arkadios Wealth Advisors first reported a position in OTIS in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.06M in Q2 2021. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Arkadios Wealth Advisors held 8,793 shares of Otis Worldwide worth $630K as of Q2 2026.
  • Arkadios Wealth Advisors bought 292 Otis Worldwide shares in Q2 2026, an estimated $21.8K.
  • Otis Worldwide made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1003 holding.
  • Arkadios Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 15 quarters since.
  • Arkadios Wealth Advisors's Otis Worldwide position peaked at $1.06M in Q2 2021.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.