Baker Avenue Asset Management’s Otis Worldwide OTIS Stock Holding History

Baker Avenue Asset 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	$358K	Buy	+4,997	New	+$373K	0.01%	624
2025 Q4	–	Sell	-3,673	Closed	-$336K	–	678
2025 Q3	$336K	Sell	3,673 -790	-18%	-$71.7K	0.01%	452
2025 Q2	$442K	Sell	4,463 -321	-7%	-$31K	0.01%	320
2025 Q1	$494K	Sell	4,784 -117	-2%	-$11.4K	0.02%	297
2024 Q4	$454K	Buy	4,901 +17	+0.3%	+$1.71K	0.01%	301
2024 Q3	$508K	Buy	+4,884	New	+$465K	0.02%	288
2023 Q4	–	Sell	-118	Closed	-$9.48K	–	1151
2023 Q3	$9.48K	Buy	118 +21	+22%	+$1.8K	﹤0.01%	781
2023 Q2	$8.63K	Hold	97	–	–	﹤0.01%	763
2023 Q1	$8.19K	Hold	97	–	–	﹤0.01%	791
2022 Q4	$7.6K	Buy	+97	New	+$7.16K	﹤0.01%	746

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

Baker Avenue Asset Management's OTIS Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in Otis Worldwide (OTIS) in Q2 2026: 4,997 shares worth $358K. The stake represents 0.01% of the portfolio and ranks #624 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in OTIS as recently as Q3 2025.

Baker Avenue Asset Management first reported a position in OTIS in Q4 2022 and has held it in 10 quarters since. The position peaked at $508K in Q3 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Baker Avenue Asset Management held 4,997 shares of Otis Worldwide worth $358K as of Q2 2026.
Otis Worldwide was a new Baker Avenue Asset Management position in Q2 2026.
Otis Worldwide made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #624 holding.
Baker Avenue Asset Management first reported a position in Otis Worldwide in Q4 2022 and has held it in 10 quarters since.
Baker Avenue Asset Management's Otis Worldwide position peaked at $508K in Q3 2024.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.