Bare Financial Services’s Otis Worldwide OTIS Stock Holding History

Bare Financial Services’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	$8.02K	Buy	+112	New	+$8.37K	﹤0.01%	673
2026 Q1	–	Sell	-8	Closed	-$699	–	1841
2025 Q4	$699	Sell	8 -59	-88%	-$5.28K	﹤0.01%	1237
2025 Q3	$6.13K	Sell	67 -2	-3%	-$182	﹤0.01%	444
2025 Q2	$6.83K	Buy	69 +59	+590%	+$5.7K	﹤0.01%	319
2025 Q1	$1.03K	Buy	+10	New	+$977	﹤0.01%	530

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

Bare Financial Services's OTIS Position: Q2 2026 in Review

Bare Financial Services opened a new position in Otis Worldwide (OTIS) in Q2 2026: 112 shares worth $8.02K. The stake represents ﹤0.01% of the portfolio and ranks #673 among its holdings. This is a return to the name: Bare Financial Services previously reported a position in OTIS as recently as Q4 2025.

Bare Financial Services first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Bare Financial Services held 112 shares of Otis Worldwide worth $8.02K as of Q2 2026.
Otis Worldwide was a new Bare Financial Services position in Q2 2026.
Otis Worldwide made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #673 holding.
Bare Financial Services first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.