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 +3	+0.6%	+$224	0.02%	307
2026 Q1	$40.9K	Sell	528 -10	-2%	-$875	0.02%	289
2025 Q4	$47K	Sell	538 -4	-0.7%	-$358	0.02%	277
2025 Q3	$50.1K	Buy	542 +14	+3%	+$1.27K	0.02%	266
2025 Q2	$53.1K	Sell	528 -31	-6%	-$2.99K	0.03%	240
2025 Q1	$58.1K	Sell	559 -52	-9%	-$5.08K	0.03%	231
2024 Q4	$56.6K	Sell	611 -11	-2%	-$1.1K	0.03%	241
2024 Q3	$64.6K	Sell	622 -1	-0.2%	-$95	0.04%	217
2024 Q2	$59.2K	Buy	623 +2	+0.3%	+$193	0.04%	221
2024 Q1	$61.2K	Buy	+621	New	+$57.4K	0.04%	228

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

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

Bullock Wealth Management increased its Otis Worldwide (OTIS) stake by 0.57% in Q2 2026, buying an estimated $224 and bringing the position to 531 shares worth $37.5K. The position accounts for 0.02% of the portfolio, ranked #307.

Bullock Wealth Management first reported a position in OTIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $64.6K in Q3 2024. 1,232 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.
Bullock Wealth Management bought 3 Otis Worldwide shares in Q2 2026, an estimated $224.
Otis Worldwide made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #307 holding.
Bullock Wealth Management first reported a position in Otis Worldwide in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Otis Worldwide position peaked at $64.6K in Q3 2024.
1,232 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.