Boston Family Office’s Otis Worldwide OTIS Stock Holding History

Boston Family Office’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	$212K	Hold	2,967	–	–	0.01%	308
2026 Q1	$229K	Buy	2,967 +25	+0.8%	+$2.19K	0.02%	296
2025 Q4	$257K	Sell	2,942 -520	-15%	-$46.5K	0.02%	283
2025 Q3	$317K	Hold	3,462	–	–	0.02%	245
2025 Q2	$343K	Hold	3,462	–	–	0.02%	232
2025 Q1	$357K	Buy	+3,462	New	+$338K	0.03%	226
2022 Q2	–	Sell	-3,568	Closed	-$275K	–	282
2022 Q1	$275K	Hold	3,568	–	–	0.02%	253
2021 Q4	$311K	Sell	3,568 -560	-14%	-$46.9K	0.02%	245
2021 Q3	$340K	Hold	4,128	–	–	0.02%	233
2021 Q2	$338K	Sell	4,128 -150	-4%	-$11.5K	0.02%	235
2021 Q1	$292K	Sell	4,278 -50	-1%	-$3.27K	0.02%	241
2020 Q4	$292K	Sell	4,328 -312	-7%	-$20.2K	0.02%	235
2020 Q3	$290K	Sell	4,640 -711	-13%	-$43.5K	0.03%	217
2020 Q2	$304K	Buy	+5,351	New	+$277K	0.03%	213

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 $3.37T AUM 44.26% 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

Boston Family Office's OTIS Position: Q2 2026 in Review

Boston Family Office held its Otis Worldwide (OTIS) position steady in Q2 2026 at 2,967 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #308.

Boston Family Office first reported a position in OTIS in Q2 2020 and has held it in 14 quarters since. The position peaked at $357K in Q1 2025. 1,229 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Boston Family Office held 2,967 shares of Otis Worldwide worth $212K as of Q2 2026.
Boston Family Office left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.01% of Boston Family Office's portfolio in Q2 2026, its #308 holding.
Boston Family Office first reported a position in Otis Worldwide in Q2 2020 and has held it in 14 quarters since.
Boston Family Office's Otis Worldwide position peaked at $357K in Q1 2025.
1,229 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.