Bay Harbor Wealth Management’s Otis Worldwide OTIS Stock Holding History

Bay Harbor Wealth 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	$2.94K	Hold	41	–	–	﹤0.01%	557
2026 Q1	$3.16K	Buy	41 +11	+37%	+$962	﹤0.01%	451
2025 Q4	$2.62K	Buy	30 +9	+43%	+$805	﹤0.01%	422
2025 Q3	$1.92K	Buy	21 +3	+17%	+$272	﹤0.01%	372
2025 Q2	$1.78K	Buy	18 +8	+80%	+$772	﹤0.01%	329
2025 Q1	$1.03K	Buy	+10	New	+$977	﹤0.01%	291
2021 Q1	–	Sell	-8	Closed	-$1K	–	365
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	391
2020 Q3	$0	Hold	8	–	–	﹤0.01%	400
2020 Q2	$0	Buy	+8	New	+$414	﹤0.01%	399

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

Bay Harbor Wealth Management's OTIS Position: Q2 2026 in Review

Bay Harbor Wealth Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 41 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Bay Harbor Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 9 quarters since. The position peaked at $3.16K in Q1 2026. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Bay Harbor Wealth Management held 41 shares of Otis Worldwide worth $2.94K as of Q2 2026.
Bay Harbor Wealth Management left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #557 holding.
Bay Harbor Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 9 quarters since.
Bay Harbor Wealth Management's Otis Worldwide position peaked at $3.16K in Q1 2026.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.