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Boyd Watterson Asset Management’s Otis Worldwide OTIS Stock Holding History

Boyd Watterson 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 		$235K Hold
3,282
– – 0.06% 125
2026
Q1 		$253K Buy
3,282
+65
+2% +$5.69K 0.08% 119
2025
Q4 		$281K Buy
3,217
+124
+4% +$11.1K 0.08% 122
2025
Q3 		$283K Buy
3,093
+43
+1% +$3.9K 0.08% 117
2025
Q2 		$302K Sell
3,050
-51
-2% -$4.92K 0.1% 117
2025
Q1 		$320K Sell
3,101
-107
-3% -$10.5K 0.1% 113
2024
Q4 		$297K Sell
3,208
-20
-0.6% -$2.01K 0.08% 116
2024
Q3 		$336K Sell
3,228
-187
-5% -$17.8K 0.09% 106
2024
Q2 		$329K Sell
3,415
-12
-0.4% -$1.16K 0.09% 107
2024
Q1 		$340K Buy
3,427
+172
+5% +$15.9K 0.12% 105
2023
Q4 		$291K Sell
3,255
-10
-0.3% -$831 0.12% 110
2023
Q3 		$262K Sell
3,265
-18
-0.5% -$1.54K 0.11% 111
2023
Q2 		$292K Sell
3,283
-12
-0.4% -$1.01K 0.12% 108
2023
Q1 		$278K Sell
3,295
-85
-3% -$7.03K 0.11% 113
2022
Q4 		$265K Sell
3,380
-8
-0.2% -$591 0.11% 115
2022
Q3 		$216K Buy
3,388
+150
+5% +$11K 0.1% 124
2022
Q2 		$229K Sell
3,238
-907
-22% -$66.8K 0.1% 129
2022
Q1 		$319K Buy
4,145
+271
+7% +$21.7K 0.12% 121
2021
Q4 		$337K Sell
3,874
-249
-6% -$20.8K 0.11% 121
2021
Q3 		$339K Buy
4,123
+1,229
+42% +$108K 0.13% 118
2021
Q2 		$237K Buy
+2,894
New +$223K 0.1% 141
2021
Q1 		– Sell
-3,009
Closed -$203K – 148
2020
Q4 		$203K Buy
+3,009
New +$195K 0.1% 131
2020
Q3 		– Sell
-4,015
Closed -$228K – 126
2020
Q2 		$228K Buy
+4,015
New +$208K 0.15% 103

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 $3.37T AUM 44.26% 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

Boyd Watterson Asset Management's OTIS Position: Q2 2026 in Review

Boyd Watterson Asset Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 3,282 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #125.

Boyd Watterson Asset Management first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $340K in Q1 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Boyd Watterson Asset Management held 3,282 shares of Otis Worldwide worth $235K as of Q2 2026.
  • Boyd Watterson Asset Management left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.06% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #125 holding.
  • Boyd Watterson Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • Boyd Watterson Asset Management's Otis Worldwide position peaked at $340K in Q1 2024.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.