Bellevue Asset Management’s Otis Worldwide OTIS Stock Holding History

Bellevue Asset 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	–	Sell	-716	Closed	-$55.2K	–	586
2026 Q1	$55.2K	Hold	716	–	–	0.03%	154
2025 Q4	$62.5K	Hold	716	–	–	0.02%	135
2025 Q3	$65.5K	Hold	716	–	–	0.03%	129
2025 Q2	$70.9K	Hold	716	–	–	0.03%	127
2025 Q1	$73.9K	Hold	716	–	–	0.04%	123
2024 Q4	$66.3K	Hold	716	–	–	0.03%	129
2024 Q3	$74.4K	Hold	716	–	–	0.04%	119
2024 Q2	$68.9K	Hold	716	–	–	0.04%	119
2024 Q1	$71.1K	Hold	716	–	–	0.04%	121
2023 Q4	$64.1K	Hold	716	–	–	0.06%	125
2023 Q3	$57.5K	Hold	716	–	–	0.04%	122
2023 Q2	$63.7K	Hold	716	–	–	0.04%	124
2023 Q1	$60.4K	Hold	716	–	–	0.04%	129
2022 Q4	$55.7K	Hold	716	–	–	0.04%	139
2022 Q3	$47K	Hold	716	–	–	0.04%	157
2022 Q2	$51K	Hold	716	–	–	0.04%	158
2022 Q1	$56K	Hold	716	–	–	0.03%	161
2021 Q4	$62K	Hold	716	–	–	0.04%	156
2021 Q3	$60K	Hold	716	–	–	0.04%	160
2021 Q2	$59K	Hold	716	–	–	0.04%	161
2021 Q1	$49K	Hold	716	–	–	0.03%	176
2020 Q4	$45K	Sell	716 -229	-24%	-$14.9K	0.03%	184
2020 Q3	$59K	Hold	945	–	–	0.04%	146
2020 Q2	$54K	Buy	+945	New	+$49K	0.06%	152

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

Bellevue Asset Management's OTIS Position: Q2 2026 in Review

Bellevue Asset Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 716 shares — an estimated $55.2K sold.

Bellevue Asset Management first reported a position in OTIS in Q2 2020 and held it in 24 quarters. The position peaked at $74.4K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Bellevue Asset Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
Bellevue Asset Management sold 716 Otis Worldwide shares in Q2 2026, an estimated $55.2K.
Bellevue Asset Management first reported a position in Otis Worldwide in Q2 2020 and held it in 24 quarters.
Bellevue Asset Management's Otis Worldwide position peaked at $74.4K in Q3 2024.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.