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BankPlus Trust Department’s Otis Worldwide OTIS Stock Holding History

BankPlus Trust Department’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 		$2.08K Hold
29
– – ﹤0.01% 434
2026
Q1 		$2.23K Hold
29
– – ﹤0.01% 429
2025
Q4 		$2.53K Hold
29
– – ﹤0.01% 427
2025
Q3 		$2.65K Sell
29
-50
-63% -$4.54K ﹤0.01% 416
2025
Q2 		$7.82K Hold
79
– – ﹤0.01% 365
2025
Q1 		$8.15K Hold
79
– – ﹤0.01% 369
2024
Q4 		$7.32K Buy
+79
New +$7.92K ﹤0.01% 354

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

BankPlus Trust Department's OTIS Position: Q2 2026 in Review

BankPlus Trust Department held its Otis Worldwide (OTIS) position steady in Q2 2026 at 29 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

BankPlus Trust Department first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.15K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • BankPlus Trust Department held 29 shares of Otis Worldwide worth $2.08K as of Q2 2026.
  • BankPlus Trust Department left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #434 holding.
  • BankPlus Trust Department first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Trust Department's Otis Worldwide position peaked at $8.15K in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.