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Atomi Financial Group’s Otis Worldwide OTIS Stock Holding History

Atomi Financial 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 		$228K Sell
3,182
-35
-1% -$2.61K 0.01% 1161
2026
Q1 		$248K Buy
+3,217
New +$281K 0.01% 1053
2025
Q3 		– Sell
-2,288
Closed -$227K – 1223
2025
Q2 		$227K Sell
2,288
-753
-25% -$72.7K 0.01% 984
2025
Q1 		$314K Buy
+3,041
New +$297K 0.01% 751

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

Atomi Financial Group's OTIS Position: Q2 2026 in Review

Atomi Financial Group reduced its Otis Worldwide (OTIS) stake by 1.1% in Q2 2026, selling an estimated $2.61K and leaving 3,182 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #1161.

Atomi Financial Group first reported a position in OTIS in Q1 2025 and has held it in 4 quarters since. The position peaked at $314K in Q1 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Atomi Financial Group held 3,182 shares of Otis Worldwide worth $228K as of Q2 2026.
  • Atomi Financial Group sold 35 Otis Worldwide shares in Q2 2026, an estimated $2.61K.
  • Otis Worldwide made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1161 holding.
  • Atomi Financial Group first reported a position in Otis Worldwide in Q1 2025 and has held it in 4 quarters since.
  • Atomi Financial Group's Otis Worldwide position peaked at $314K in Q1 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.