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Cassaday & Co Wealth Management’s Otis Worldwide OTIS Stock Holding History

Cassaday & Co 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 		$127K Sell
1,774
-3
-0.2% -$224 ﹤0.01% 425
2026
Q1 		$137K Buy
+1,777
New +$155K ﹤0.01% 392
2024
Q4 		– Sell
-1,977
Closed -$206K – 333
2024
Q3 		$206K Buy
+1,977
New +$188K 0.01% 299
2023
Q3 		– Sell
-2,287
Closed -$204K – 274
2023
Q2 		$204K Buy
+2,287
New +$193K 0.01% 245

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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's OTIS Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Otis Worldwide (OTIS) stake by 0.17% in Q2 2026, selling an estimated $224 and leaving 1,774 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Cassaday & Co Wealth Management first reported a position in OTIS in Q2 2023 and has held it in 4 quarters since. The position peaked at $206K in Q3 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,774 shares of Otis Worldwide worth $127K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 3 Otis Worldwide shares in Q2 2026, an estimated $224.
  • Otis Worldwide made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #425 holding.
  • Cassaday & Co Wealth Management first reported a position in Otis Worldwide in Q2 2023 and has held it in 4 quarters since.
  • Cassaday & Co Wealth Management's Otis Worldwide position peaked at $206K in Q3 2024.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.