Ausdal Financial Partners’s Otis Worldwide OTIS Stock Holding History

Ausdal Financial 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	$450K	Buy	6,289 +6	+0.1%	+$448	0.02%	673
2026 Q1	$484K	Buy	6,283 +1,310	+26%	+$115K	0.02%	593
2025 Q4	$434K	Sell	4,973 -1,118	-18%	-$100K	0.02%	601
2025 Q3	$557K	Buy	6,091 +142	+2%	+$12.9K	0.03%	527
2025 Q2	$589K	Buy	5,949 +17	+0.3%	+$1.64K	0.04%	391
2025 Q1	$612K	Buy	5,932 +3,406	+135%	+$333K	0.05%	344
2024 Q4	$234K	Buy	+2,526	New	+$253K	0.02%	513

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 $3.38T AUM 44.17% 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

Ausdal Financial Partners's OTIS Position: Q2 2026 in Review

Ausdal Financial Partners increased its Otis Worldwide (OTIS) stake by 0.1% in Q2 2026, buying an estimated $448 and bringing the position to 6,289 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #673.

Ausdal Financial Partners first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $612K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Ausdal Financial Partners held 6,289 shares of Otis Worldwide worth $450K as of Q2 2026.
Ausdal Financial Partners bought 6 Otis Worldwide shares in Q2 2026, an estimated $448.
Otis Worldwide made up 0.02% of Ausdal Financial Partners's portfolio in Q2 2026, its #673 holding.
Ausdal Financial Partners first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
Ausdal Financial Partners's Otis Worldwide position peaked at $612K in Q1 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.