Bradley & Co Private Wealth Management’s Otis Worldwide OTIS Stock Holding History

Bradley & Co Private Wealth 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	$16.5K	Hold	230	–	–	0.01%	126
2026 Q1	$17.7K	Hold	230	–	–	0.01%	119
2025 Q4	$20.1K	Hold	230	–	–	0.01%	111
2025 Q3	$21K	Hold	230	–	–	0.01%	105
2025 Q2	$22.8K	Hold	230	–	–	0.01%	99
2025 Q1	$23.7K	Hold	230	–	–	0.02%	96
2024 Q4	$21.3K	Buy	+230	New	+$23.1K	0.01%	98
2024 Q2	$22.1K	Hold	230	–	–	0.02%	96
2024 Q1	$22.8K	Hold	230	–	–	0.02%	96
2023 Q4	$20.6K	Hold	230	–	–	0.02%	96
2023 Q3	$18.5K	Hold	230	–	–	0.02%	100
2023 Q2	$20.5K	Hold	230	–	–	0.02%	96
2023 Q1	$19.4K	Hold	230	–	–	0.02%	100
2022 Q4	$18K	Hold	230	–	–	0.02%	100
2022 Q3	$15K	Hold	230	–	–	0.02%	112
2022 Q2	$16K	Hold	230	–	–	0.02%	123
2022 Q1	$18K	Hold	230	–	–	0.02%	114
2021 Q4	$20K	Hold	230	–	–	0.02%	120
2021 Q3	$19K	Hold	230	–	–	0.02%	124
2021 Q2	$19K	Hold	230	–	–	0.02%	127
2021 Q1	$16K	Buy	+230	New	+$15K	0.01%	129

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

Bradley & Co Private Wealth Management's OTIS Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 230 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #126.

Bradley & Co Private Wealth Management first reported a position in OTIS in Q1 2021 and has held it in 21 quarters since. The position peaked at $23.7K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Bradley & Co Private Wealth Management held 230 shares of Otis Worldwide worth $16.5K as of Q2 2026.
Bradley & Co Private Wealth Management left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #126 holding.
Bradley & Co Private Wealth Management first reported a position in Otis Worldwide in Q1 2021 and has held it in 21 quarters since.
Bradley & Co Private Wealth Management's Otis Worldwide position peaked at $23.7K in Q1 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.