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Burke & Herbert Bank & Trust’s Otis Worldwide OTIS Stock Holding History

Burke & Herbert Bank & Trust’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 		– Sell
-2,649
Closed -$204K – 254
2026
Q1 		$204K Hold
2,649
– – 0.06% 231
2025
Q4 		$231K Buy
+2,649
New +$237K 0.06% 208

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

Burke & Herbert Bank & Trust's OTIS Position: Q2 2026 in Review

Burke & Herbert Bank & Trust sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,649 shares — an estimated $204K sold.

Burke & Herbert Bank & Trust first reported a position in OTIS in Q4 2025 and held it in 2 quarters. The position peaked at $231K in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Burke & Herbert Bank & Trust reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Burke & Herbert Bank & Trust sold 2,649 Otis Worldwide shares in Q2 2026, an estimated $204K.
  • Burke & Herbert Bank & Trust first reported a position in Otis Worldwide in Q4 2025 and held it in 2 quarters.
  • Burke & Herbert Bank & Trust's Otis Worldwide position peaked at $231K in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.