Bogart Wealth LLC’s Otis Worldwide OTIS Stock Holding History

Bogart Wealth LLC’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	$6.3K	Buy	88 +54	+159%	+$4.03K	﹤0.01%	1139
2026 Q1	$2.62K	Buy	34 +20	+143%	+$1.75K	﹤0.01%	1216
2025 Q4	$1.22K	Sell	14 -7	-33%	-$626	﹤0.01%	1275
2025 Q3	$1.92K	Buy	21 +7	+50%	+$635	﹤0.01%	1166
2025 Q2	$1.39K	Hold	14	–	–	﹤0.01%	1166
2025 Q1	$1.45K	Hold	14	–	–	﹤0.01%	1122
2024 Q4	$1.3K	Hold	14	–	–	﹤0.01%	1178
2024 Q3	$1.46K	Hold	14	–	–	﹤0.01%	1000
2024 Q2	$1.35K	Hold	14	–	–	﹤0.01%	982
2024 Q1	$1.39K	Sell	14 -51	-78%	-$4.71K	﹤0.01%	945
2023 Q4	$5.79K	Buy	65 +51	+364%	+$4.24K	﹤0.01%	720
2023 Q3	$1.12K	Hold	14	–	–	﹤0.01%	951
2023 Q2	$1.25K	Sell	14 -29	-67%	-$2.44K	﹤0.01%	936
2023 Q1	$3.63K	Sell	43 -71	-62%	-$5.88K	﹤0.01%	797
2022 Q4	$8.93K	Hold	114	–	–	﹤0.01%	576
2022 Q3	$7K	Hold	114	–	–	﹤0.01%	638
2022 Q2	$8K	Buy	114 +100	+714%	+$7.37K	﹤0.01%	579
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	753
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	719
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	693
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	651
2021 Q1	$1K	Hold	14	–	–	﹤0.01%	604
2020 Q4	$0	Hold	14	–	–	﹤0.01%	494
2020 Q3	$0	Hold	14	–	–	﹤0.01%	476
2020 Q2	$1K	Buy	+14	New	+$725	﹤0.01%	429

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

Bogart Wealth LLC's OTIS Position: Q2 2026 in Review

Bogart Wealth LLC increased its Otis Worldwide (OTIS) stake by 159% in Q2 2026, buying an estimated $4.03K and bringing the position to 88 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Bogart Wealth LLC first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.93K in Q4 2022. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Bogart Wealth LLC held 88 shares of Otis Worldwide worth $6.3K as of Q2 2026.
Bogart Wealth LLC bought 54 Otis Worldwide shares in Q2 2026, an estimated $4.03K.
Otis Worldwide made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1139 holding.
Bogart Wealth LLC first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Bogart Wealth LLC's Otis Worldwide position peaked at $8.93K in Q4 2022.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.