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Basecamp Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Basecamp Wealth Advisors’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 		$115K Buy
1,605
+27
+2% +$2.02K 0.02% 359
2026
Q1 		$122K Sell
1,578
-12
-0.8% -$1.05K 0.03% 352
2025
Q4 		$139K Buy
+1,590
New +$142K 0.03% 314

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 $3.37T AUM 44.26% 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

Basecamp Wealth Advisors's OTIS Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Otis Worldwide (OTIS) stake by 1.7% in Q2 2026, buying an estimated $2.02K and bringing the position to 1,605 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #359.

Basecamp Wealth Advisors first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $139K in Q4 2025. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Basecamp Wealth Advisors held 1,605 shares of Otis Worldwide worth $115K as of Q2 2026.
  • Basecamp Wealth Advisors bought 27 Otis Worldwide shares in Q2 2026, an estimated $2.02K.
  • Otis Worldwide made up 0.02% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #359 holding.
  • Basecamp Wealth Advisors first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Otis Worldwide position peaked at $139K in Q4 2025.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.