Burk Holdings’s Otis Worldwide OTIS Stock Holding History

Burk Holdings’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	$1.22K	Hold	17	–	–	﹤0.01%	561
2026 Q1	$1.31K	Buy	+17	New	+$1.49K	﹤0.01%	573

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

Burk Holdings's OTIS Position: Q2 2026 in Review

Burk Holdings held its Otis Worldwide (OTIS) position steady in Q2 2026 at 17 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Burk Holdings first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.31K in Q1 2026. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Burk Holdings held 17 shares of Otis Worldwide worth $1.22K as of Q2 2026.
Burk Holdings left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #561 holding.
Burk Holdings first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
Burk Holdings's Otis Worldwide position peaked at $1.31K in Q1 2026.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.