AG
OTIS icon

Ascent Group’s Otis Worldwide OTIS Stock Holding History

Ascent Group’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 		$344K Buy
4,801
+1,425
+42% +$106K 0.01% 626
2026
Q1 		$260K Buy
3,376
+466
+16% +$40.8K 0.01% 660
2025
Q4 		$254K Buy
+2,910
New +$260K 0.01% 659
2025
Q3 		– Sell
-2,127
Closed -$211K – 771
2025
Q2 		$211K Sell
2,127
-15
-0.7% -$1.45K 0.01% 673
2025
Q1 		$221K Buy
+2,142
New +$209K 0.01% 639

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

Ascent Group's OTIS Position: Q2 2026 in Review

Ascent Group increased its Otis Worldwide (OTIS) stake by 42% in Q2 2026, buying an estimated $106K and bringing the position to 4,801 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #626.

Ascent Group first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Ascent Group held 4,801 shares of Otis Worldwide worth $344K as of Q2 2026.
  • Ascent Group bought 1,425 Otis Worldwide shares in Q2 2026, an estimated $106K.
  • Otis Worldwide made up 0.01% of Ascent Group's portfolio in Q2 2026, its #626 holding.
  • Ascent Group first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.