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Bruce G. Allen Investments’s Otis Worldwide OTIS Stock Holding History

Bruce G. Allen Investments’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 		$3.58K Buy
50
+3
+6% +$224 ﹤0.01% 609
2026
Q1 		$3.62K Sell
47
-2
-4% -$175 ﹤0.01% 618
2025
Q4 		$4.28K Sell
49
-11
-18% -$984 ﹤0.01% 583
2025
Q3 		$5.49K Sell
60
-21
-26% -$1.91K ﹤0.01% 550
2025
Q2 		$8.02K Hold
81
– – 0.01% 507
2025
Q1 		$8.36K Sell
81
-33
-29% -$3.22K 0.01% 487
2024
Q4 		$10.6K Hold
114
– – 0.01% 465
2024
Q3 		$11.8K Buy
114
+21
+23% +$2K 0.01% 459
2024
Q2 		$8.95K Hold
93
– – 0.01% 477
2024
Q1 		$9.23K Buy
93
+2
+2% +$185 0.01% 489
2023
Q4 		$8.14K Buy
+91
New +$7.57K 0.01% 521

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's OTIS Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Otis Worldwide (OTIS) stake by 6.4% in Q2 2026, buying an estimated $224 and bringing the position to 50 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Bruce G. Allen Investments first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.8K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Bruce G. Allen Investments held 50 shares of Otis Worldwide worth $3.58K as of Q2 2026.
  • Bruce G. Allen Investments bought 3 Otis Worldwide shares in Q2 2026, an estimated $224.
  • Otis Worldwide made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #609 holding.
  • Bruce G. Allen Investments first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Otis Worldwide position peaked at $11.8K in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.