BIA
OTIS icon

Bell Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Bell Investment 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 		$235K Sell
3,283
-124
-4% -$9.26K 0.03% 129
2026
Q1 		$263K Hold
3,407
– – 0.04% 110
2025
Q4 		$298K Sell
3,407
-145
-4% -$13K 0.05% 101
2025
Q3 		$325K Buy
3,552
+6
+0.2% +$545 0.05% 96
2025
Q2 		$351K Sell
3,546
-6
-0.2% -$579 0.06% 90
2025
Q1 		$367K Buy
3,552
+11
+0.3% +$1.07K 0.07% 79
2024
Q4 		$328K Sell
3,541
-51
-1% -$5.11K 0.06% 83
2024
Q3 		$373K Hold
3,592
– – 0.07% 78
2024
Q2 		$346K Buy
3,592
+45
+1% +$4.34K 0.07% 80
2024
Q1 		$352K Hold
3,547
– – 0.07% 77
2023
Q4 		$317K Buy
3,547
+5
+0.1% +$416 0.07% 78
2023
Q3 		$284K Sell
3,542
-10
-0.3% -$855 0.06% 77
2023
Q2 		$316K Sell
3,552
-11
-0.3% -$927 0.07% 72
2023
Q1 		$301K Buy
3,563
+12
+0.3% +$993 0.07% 68
2022
Q4 		$278K Buy
3,551
+3,378
+1,953% +$249K 0.07% 69
2022
Q3 		$11K Sell
173
-254
-59% -$18.6K ﹤0.01% 393
2022
Q2 		$30K Buy
+427
New +$31.4K 0.01% 199
2021
Q4 		$18K Sell
207
-12
-5% -$1K ﹤0.01% 342
2021
Q3 		$18K Buy
+219
New +$19.3K 0.01% 311

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

Bell Investment Advisors's OTIS Position: Q2 2026 in Review

Bell Investment Advisors reduced its Otis Worldwide (OTIS) stake by 3.6% in Q2 2026, selling an estimated $9.26K and leaving 3,283 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #129.

Bell Investment Advisors first reported a position in OTIS in Q3 2021 and has held it in 19 quarters since. The position peaked at $373K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Bell Investment Advisors held 3,283 shares of Otis Worldwide worth $235K as of Q2 2026.
  • Bell Investment Advisors sold 124 Otis Worldwide shares in Q2 2026, an estimated $9.26K.
  • Otis Worldwide made up 0.03% of Bell Investment Advisors's portfolio in Q2 2026, its #129 holding.
  • Bell Investment Advisors first reported a position in Otis Worldwide in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Otis Worldwide position peaked at $373K in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.