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Bleakley Financial Group’s Otis Worldwide OTIS Stock Holding History

Bleakley Financial Group’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 		$996K Buy
13,912
+3,349
+32% +$250K 0.01% 653
2026
Q1 		$814K Sell
10,563
-518
-5% -$45.3K 0.01% 562
2025
Q4 		$968K Buy
+11,081
New +$991K 0.02% 483
2025
Q1 		– Sell
-9,334
Closed -$864K – 844
2024
Q4 		$864K Buy
9,334
+1,413
+18% +$142K 0.03% 457
2024
Q3 		$823K Sell
7,921
-357
-4% -$34K 0.03% 447
2024
Q2 		$797K Sell
8,278
-1,448
-15% -$140K 0.02% 471
2024
Q1 		$965K Buy
9,726
+117
+1% +$10.8K 0.03% 439
2023
Q4 		$860K Sell
9,609
-48
-0.5% -$3.99K 0.03% 434
2023
Q3 		$776K Sell
9,657
-765
-7% -$65.4K 0.03% 435
2023
Q2 		$928K Buy
10,422
+508
+5% +$42.8K 0.03% 419
2023
Q1 		$837K Buy
9,914
+380
+4% +$31.4K 0.03% 430
2022
Q4 		$747K Buy
+9,534
New +$704K 0.03% 444

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

Bleakley Financial Group's OTIS Position: Q2 2026 in Review

Bleakley Financial Group increased its Otis Worldwide (OTIS) stake by 32% in Q2 2026, buying an estimated $250K and bringing the position to 13,912 shares worth $996K. The position accounts for 0.01% of the portfolio, ranked #653.

Bleakley Financial Group first reported a position in OTIS in Q4 2022 and has held it in 12 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Bleakley Financial Group held 13,912 shares of Otis Worldwide worth $996K as of Q2 2026.
  • Bleakley Financial Group bought 3,349 Otis Worldwide shares in Q2 2026, an estimated $250K.
  • Otis Worldwide made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #653 holding.
  • Bleakley Financial Group first reported a position in Otis Worldwide in Q4 2022 and has held it in 12 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.