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Brookstone Capital Management’s Otis Worldwide OTIS Stock Holding History

Brookstone Capital 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 		$315K Buy
+4,399
New +$329K ﹤0.01% 1088
2025
Q4 		– Sell
-2,274
Closed -$208K – 1216
2025
Q3 		$208K Sell
2,274
-38,605
-94% -$3.5M ﹤0.01% 1086
2025
Q2 		$4.05M Buy
40,879
+609
+2% +$58.8K 0.05% 315
2025
Q1 		$4.16M Buy
+40,270
New +$3.93M 0.06% 293
2024
Q4 		– Sell
-2,364
Closed -$246K – 1037
2024
Q3 		$246K Sell
2,364
-4
-0.2% -$381 ﹤0.01% 898
2024
Q2 		$234K Sell
2,368
-219
-8% -$21.1K ﹤0.01% 868
2024
Q1 		$257K Buy
+2,587
New +$239K ﹤0.01% 806
2022
Q2 		– Sell
-2,784
Closed -$213K – 815
2022
Q1 		$213K Sell
2,784
-80
-3% -$6.39K ﹤0.01% 726
2021
Q4 		$242K Sell
2,864
-309
-10% -$25.9K ﹤0.01% 676
2021
Q3 		$258K Buy
3,173
+551
+21% +$48.5K ﹤0.01% 638
2021
Q2 		$219K Buy
+2,622
New +$202K ﹤0.01% 663

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

Brookstone Capital Management's OTIS Position: Q2 2026 in Review

Brookstone Capital Management opened a new position in Otis Worldwide (OTIS) in Q2 2026: 4,399 shares worth $315K. The stake represents ﹤0.01% of the portfolio and ranks #1088 among its holdings. This is a return to the name: Brookstone Capital Management previously reported a position in OTIS as recently as Q3 2025.

Brookstone Capital Management first reported a position in OTIS in Q2 2021 and has held it in 11 quarters since. The position peaked at $4.16M in Q1 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Brookstone Capital Management held 4,399 shares of Otis Worldwide worth $315K as of Q2 2026.
  • Otis Worldwide was a new Brookstone Capital Management position in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1088 holding.
  • Brookstone Capital Management first reported a position in Otis Worldwide in Q2 2021 and has held it in 11 quarters since.
  • Brookstone Capital Management's Otis Worldwide position peaked at $4.16M in Q1 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.