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ARQ Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

ARQ 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 		– Sell
-15,526
Closed -$1.2M – 228
2026
Q1 		$1.2M Buy
15,526
+12,610
+432% +$1.1M 0.22% 89
2025
Q4 		$255K Sell
2,916
-245
-8% -$21.9K 0.07% 124
2025
Q3 		$289K Buy
+3,161
New +$287K 0.09% 120

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

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

ARQ Wealth Advisors sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 15,526 shares — an estimated $1.2M sold.

ARQ Wealth Advisors first reported a position in OTIS in Q3 2025 and held it in 3 quarters. The position peaked at $1.2M in Q1 2026. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • ARQ Wealth Advisors reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • ARQ Wealth Advisors sold 15,526 Otis Worldwide shares in Q2 2026, an estimated $1.2M.
  • ARQ Wealth Advisors first reported a position in Otis Worldwide in Q3 2025 and held it in 3 quarters.
  • ARQ Wealth Advisors's Otis Worldwide position peaked at $1.2M in Q1 2026.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.