Brown, Lisle/Cummings’s Otis Worldwide OTIS Stock Holding History

Brown, Lisle/Cummings’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	$59.6K	Buy	833 +13	+2%	+$971	0.01%	360
2026 Q1	$63.2K	Hold	820	–	–	0.02%	322
2025 Q4	$71.6K	Buy	820 +44	+6%	+$3.94K	0.02%	310
2025 Q3	$71K	Hold	776	–	–	0.02%	309
2025 Q2	$76.8K	Hold	776	–	–	0.02%	297
2025 Q1	$80.1K	Hold	776	–	–	0.02%	290
2024 Q4	$71.9K	Buy	+776	New	+$77.8K	0.02%	297

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

Brown, Lisle/Cummings's OTIS Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its Otis Worldwide (OTIS) stake by 1.6% in Q2 2026, buying an estimated $971 and bringing the position to 833 shares worth $59.6K. The position accounts for 0.01% of the portfolio, ranked #360.

Brown, Lisle/Cummings first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $80.1K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Brown, Lisle/Cummings held 833 shares of Otis Worldwide worth $59.6K as of Q2 2026.
Brown, Lisle/Cummings bought 13 Otis Worldwide shares in Q2 2026, an estimated $971.
Otis Worldwide made up 0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #360 holding.
Brown, Lisle/Cummings first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
Brown, Lisle/Cummings's Otis Worldwide position peaked at $80.1K in Q1 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.