Bullock Wealth Management’s Otis Worldwide OTIS Stock Holding History

Bullock 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	$37.5K	Buy	+531	New	+$39.7K	0.02%	307

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 $3.37T AUM 44.26% 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

Bullock Wealth Management's OTIS Position: Q2 2026 in Review

Bullock Wealth Management opened a new position in Otis Worldwide (OTIS) in Q2 2026: 531 shares worth $37.5K. The stake represents 0.02% of the portfolio and ranks #307 among its holdings.

1,218 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Bullock Wealth Management held 531 shares of Otis Worldwide worth $37.5K as of Q2 2026.
Otis Worldwide was a new Bullock Wealth Management position in Q2 2026.
Otis Worldwide made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #307 holding.
1,218 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.