Atlantic Edge Private Wealth Management’s Otis Worldwide OTIS Stock Holding History

Atlantic Edge Private Wealth Management’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	$68K	Sell	950 -91	-9%	-$6.8K	0.01%	227
2026 Q1	$80.2K	Hold	1,041	–	–	0.02%	198
2025 Q4	$90.9K	Hold	1,041	–	–	0.02%	178
2025 Q3	$95.2K	Hold	1,041	–	–	0.02%	170
2025 Q2	$103K	Hold	1,041	–	–	0.03%	166
2025 Q1	$107K	Hold	1,041	–	–	0.03%	158
2024 Q4	$96.4K	Hold	1,041	–	–	0.03%	165
2024 Q3	$108K	Hold	1,041	–	–	0.03%	161
2024 Q2	$100K	Sell	1,041 -140	-12%	-$13.5K	0.03%	159
2024 Q1	$117K	Hold	1,181	–	–	0.04%	150
2023 Q4	$106K	Buy	+1,181	New	+$98.2K	0.04%	149

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

Atlantic Edge Private Wealth Management's OTIS Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Otis Worldwide (OTIS) stake by 8.7% in Q2 2026, selling an estimated $6.8K and leaving 950 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #227.

Atlantic Edge Private Wealth Management first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $117K in Q1 2024. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Atlantic Edge Private Wealth Management held 950 shares of Otis Worldwide worth $68K as of Q2 2026.
Atlantic Edge Private Wealth Management sold 91 Otis Worldwide shares in Q2 2026, an estimated $6.8K.
Otis Worldwide made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #227 holding.
Atlantic Edge Private Wealth Management first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Otis Worldwide position peaked at $117K in Q1 2024.
1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.