Axxcess Wealth Management’s Otis Worldwide OTIS Stock Holding History

Axxcess 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	$715K	Buy	+9,987	New	+$746K	0.01%	616
2026 Q1	–	Sell	-2,762	Closed	-$241K	–	797
2025 Q4	$241K	Sell	2,762 -355	-11%	-$31.8K	﹤0.01%	925
2025 Q3	$285K	Sell	3,117 -147	-5%	-$13.3K	0.01%	772
2025 Q2	$323K	Sell	3,264 -32	-1%	-$3.09K	0.01%	700
2025 Q1	$340K	Sell	3,296 -31	-0.9%	-$3.03K	0.01%	646
2024 Q4	$308K	Sell	3,327 -57	-2%	-$5.72K	0.01%	665
2024 Q3	$352K	Sell	3,384 -795	-19%	-$75.7K	0.01%	641
2024 Q2	$402K	Sell	4,179 -3,781	-48%	-$364K	0.01%	573
2024 Q1	$790K	Buy	7,960 +3,818	+92%	+$353K	0.02%	429
2023 Q4	$371K	Buy	+4,142	New	+$344K	0.01%	586
2023 Q2	–	Sell	-3,780	Closed	-$319K	–	660
2023 Q1	$319K	Hold	3,780	–	–	0.02%	462
2022 Q4	$296K	Buy	+3,780	New	+$279K	0.02%	450

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

Axxcess Wealth Management's OTIS Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Otis Worldwide (OTIS) in Q2 2026: 9,987 shares worth $715K. The stake represents 0.01% of the portfolio and ranks #616 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in OTIS as recently as Q4 2025.

Axxcess Wealth Management first reported a position in OTIS in Q4 2022 and has held it in 12 quarters since. The position peaked at $790K in Q1 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Axxcess Wealth Management held 9,987 shares of Otis Worldwide worth $715K as of Q2 2026.
Otis Worldwide was a new Axxcess Wealth Management position in Q2 2026.
Otis Worldwide made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #616 holding.
Axxcess Wealth Management first reported a position in Otis Worldwide in Q4 2022 and has held it in 12 quarters since.
Axxcess Wealth Management's Otis Worldwide position peaked at $790K in Q1 2024.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.