Barrett & Company’s Otis Worldwide OTIS Stock Holding History

Barrett & Company’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	$14.3K	Hold	200	–	–	﹤0.01%	461
2026 Q1	$15.4K	Hold	200	–	–	0.01%	432
2025 Q4	$17.5K	Hold	200	–	–	0.01%	421
2025 Q3	$18.3K	Hold	200	–	–	0.01%	416
2025 Q2	$19.8K	Hold	200	–	–	0.01%	418
2025 Q1	$20.6K	Hold	200	–	–	0.01%	371
2024 Q4	$18.5K	Hold	200	–	–	0.01%	381
2024 Q3	$20.8K	Hold	200	–	–	0.01%	356
2024 Q2	$19.3K	Hold	200	–	–	0.01%	373
2024 Q1	$19.9K	Hold	200	–	–	0.01%	371
2023 Q4	$17.9K	Hold	200	–	–	0.01%	360
2023 Q3	$16.1K	Hold	200	–	–	0.01%	368
2023 Q2	$17.8K	Hold	200	–	–	0.01%	360
2023 Q1	$16.9K	Hold	200	–	–	0.01%	343
2022 Q4	$15.7K	Hold	200	–	–	0.01%	340
2022 Q3	$15.7K	Buy	+200	New	+$14.6K	0.01%	340

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

Barrett & Company's OTIS Position: Q2 2026 in Review

Barrett & Company held its Otis Worldwide (OTIS) position steady in Q2 2026 at 200 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Barrett & Company first reported a position in OTIS in Q3 2022 and has held it in 16 quarters since. The position peaked at $20.8K in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Barrett & Company held 200 shares of Otis Worldwide worth $14.3K as of Q2 2026.
Barrett & Company left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #461 holding.
Barrett & Company first reported a position in Otis Worldwide in Q3 2022 and has held it in 16 quarters since.
Barrett & Company's Otis Worldwide position peaked at $20.8K in Q3 2024.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.