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Avion Wealth’s Otis Worldwide OTIS Stock Holding History

Avion Wealth’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 		$11K Buy
156
+107
+218% +$7.99K ﹤0.01% 580
2026
Q1 		$3K Sell
49
-1
-2% -$87 ﹤0.01% 806
2025
Q4 		$4K Sell
50
-18
-26% -$1.61K ﹤0.01% 721
2025
Q3 		$6K Sell
68
-5
-7% -$454 ﹤0.01% 621
2025
Q2 		$7K Buy
73
+8
+12% +$772 ﹤0.01% 554
2025
Q1 		$6K Hold
65
– – ﹤0.01% 509
2024
Q4 		$6K Buy
65
+10
+18% +$1K ﹤0.01% 508
2024
Q3 		$5K Sell
55
-10
-15% -$953 ﹤0.01% 529
2024
Q2 		$6K Buy
65
+15
+30% +$1.45K ﹤0.01% 437
2024
Q1 		$5K Hold
50
– – ﹤0.01% 469
2023
Q4 		$4K Buy
50
+32
+178% +$2.66K ﹤0.01% 444
2023
Q3 		$1K Sell
18
-12
-40% -$1.03K ﹤0.01% 695
2023
Q2 		$2K Buy
+30
New +$2.53K ﹤0.01% 489
2020
Q3 		– Sell
-10
Closed -$1K – 308
2020
Q2 		$1K Buy
+10
New +$518 ﹤0.01% 263

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 $3.38T AUM 44.17% 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

Avion Wealth's OTIS Position: Q2 2026 in Review

Avion Wealth increased its Otis Worldwide (OTIS) stake by 218% in Q2 2026, buying an estimated $7.99K and bringing the position to 156 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Avion Wealth first reported a position in OTIS in Q2 2020 and has held it in 14 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Avion Wealth held 156 shares of Otis Worldwide worth $11K as of Q2 2026.
  • Avion Wealth bought 107 Otis Worldwide shares in Q2 2026, an estimated $7.99K.
  • Otis Worldwide made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #580 holding.
  • Avion Wealth first reported a position in Otis Worldwide in Q2 2020 and has held it in 14 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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