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BOK Financial Private Wealth’s Otis Worldwide OTIS Stock Holding History

BOK Financial Private Wealth’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
-80
Closed -$6.17K – 808
2026
Q1 		$6.17K Hold
80
– – ﹤0.01% 367
2025
Q4 		$6.99K Hold
80
– – ﹤0.01% 403
2025
Q3 		$7.32K Hold
80
– – ﹤0.01% 342
2025
Q2 		$7.92K Hold
80
– – ﹤0.01% 371
2025
Q1 		$8.26K Sell
80
-108
-57% -$10.6K ﹤0.01% 396
2024
Q4 		$17.4K Buy
188
+88
+88% +$8.82K ﹤0.01% 339
2024
Q3 		$10.4K Buy
+100
New +$9.53K ﹤0.01% 391
2022
Q4 		– Sell
-500
Closed -$32K – 376
2022
Q3 		$32K Hold
500
– – ﹤0.01% 271
2022
Q2 		$35K Buy
+500
New +$36.8K ﹤0.01% 269

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

BOK Financial Private Wealth's OTIS Position: Q2 2026 in Review

BOK Financial Private Wealth sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 80 shares — an estimated $6.17K sold.

BOK Financial Private Wealth first reported a position in OTIS in Q2 2022 and held it in 9 quarters. The position peaked at $35K in Q2 2022. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • BOK Financial Private Wealth reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • BOK Financial Private Wealth sold 80 Otis Worldwide shares in Q2 2026, an estimated $6.17K.
  • BOK Financial Private Wealth first reported a position in Otis Worldwide in Q2 2022 and held it in 9 quarters.
  • BOK Financial Private Wealth's Otis Worldwide position peaked at $35K in Q2 2022.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.