AWP
OTIS icon

Ascent Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Ascent Wealth 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 		$727K Buy
10,158
+397
+4% +$29.7K 0.07% 127
2026
Q1 		$752K Buy
9,761
+234
+2% +$20.5K 0.09% 126
2025
Q4 		$832K Buy
9,527
+15
+0.2% +$1.34K 0.1% 119
2025
Q3 		$870K Buy
+9,512
New +$863K 0.1% 119

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 Wealth Partners's OTIS Position: Q2 2026 in Review

Ascent Wealth Partners increased its Otis Worldwide (OTIS) stake by 4.1% in Q2 2026, buying an estimated $29.7K and bringing the position to 10,158 shares worth $727K. The position accounts for 0.07% of the portfolio, ranked #127.

Ascent Wealth Partners first reported a position in OTIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $870K in Q3 2025. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Ascent Wealth Partners held 10,158 shares of Otis Worldwide worth $727K as of Q2 2026.
  • Ascent Wealth Partners bought 397 Otis Worldwide shares in Q2 2026, an estimated $29.7K.
  • Otis Worldwide made up 0.07% of Ascent Wealth Partners's portfolio in Q2 2026, its #127 holding.
  • Ascent Wealth Partners first reported a position in Otis Worldwide in Q3 2025 and has held it in 4 quarters since.
  • Ascent Wealth Partners's Otis Worldwide position peaked at $870K in Q3 2025.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.