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Burling Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Burling Wealth Partners’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 		$317K Sell
4,425
-282
-6% -$21.1K 0.05% 158
2026
Q1 		$363K Sell
4,707
-335
-7% -$29.3K 0.06% 143
2025
Q4 		$440K Sell
5,042
-3,815
-43% -$341K 0.07% 141
2025
Q3 		$810K Sell
8,857
-3,674
-29% -$334K 0.13% 107
2025
Q2 		$1.24M Sell
12,531
-563
-4% -$54.4K 0.23% 85
2025
Q1 		$1.35M Sell
13,094
-2,120
-14% -$207K 0.28% 82
2024
Q4 		$1.41M Buy
+15,214
New +$1.53M 0.29% 81

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

Burling Wealth Partners's OTIS Position: Q2 2026 in Review

Burling Wealth Partners reduced its Otis Worldwide (OTIS) stake by 6% in Q2 2026, selling an estimated $21.1K and leaving 4,425 shares worth $317K. The position accounts for 0.05% of the portfolio, ranked #158.

Burling Wealth Partners first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q4 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Burling Wealth Partners held 4,425 shares of Otis Worldwide worth $317K as of Q2 2026.
  • Burling Wealth Partners sold 282 Otis Worldwide shares in Q2 2026, an estimated $21.1K.
  • Otis Worldwide made up 0.05% of Burling Wealth Partners's portfolio in Q2 2026, its #158 holding.
  • Burling Wealth Partners first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's Otis Worldwide position peaked at $1.41M in Q4 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.