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Centaurus Financial’s Otis Worldwide OTIS Stock Holding History

Centaurus Financial’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 		$138K Buy
1,924
+28
+1% +$2.09K 0.01% 998
2026
Q1 		$146K Buy
1,896
+101
+6% +$8.84K 0.01% 919
2025
Q4 		$157K Sell
1,795
-32
-2% -$2.86K 0.01% 884
2025
Q3 		$167K Sell
1,827
-440
-19% -$39.9K 0.01% 858
2025
Q2 		$224K Sell
2,267
-21
-0.9% -$2.03K 0.01% 689
2025
Q1 		$236K Sell
2,288
-600
-21% -$58.6K 0.01% 633
2024
Q4 		$267K Sell
2,888
-42
-1% -$4.21K 0.02% 587
2024
Q3 		$305K Sell
2,930
-90
-3% -$8.57K 0.02% 530
2024
Q2 		$291K Sell
3,020
-32
-1% -$3.08K 0.02% 508
2024
Q1 		$303K Sell
3,052
-299
-9% -$27.6K 0.02% 499
2023
Q4 		$300K Buy
3,351
+297
+10% +$24.7K 0.02% 485
2023
Q3 		$245K Buy
3,054
+518
+20% +$44.3K 0.02% 513
2023
Q2 		$226K Sell
2,536
-351
-12% -$29.6K 0.02% 533
2023
Q1 		$244K Sell
2,887
-141
-5% -$11.7K 0.02% 611
2022
Q4 		$237K Sell
3,028
-196
-6% -$14.5K 0.02% 561
2022
Q3 		$206K Sell
3,224
-79
-2% -$5.78K 0.02% 610
2022
Q2 		$233K Sell
3,303
-192
-5% -$14.1K 0.02% 559
2022
Q1 		$269K Sell
3,495
-1,085
-24% -$86.7K 0.02% 581
2021
Q4 		$399K Buy
4,580
+3,039
+197% +$254K 0.03% 496
2021
Q3 		$127K Buy
1,541
+100
+7% +$8.79K 0.01% 789
2021
Q2 		$118K Buy
+1,441
New +$111K 0.01% 818

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

Centaurus Financial's OTIS Position: Q2 2026 in Review

Centaurus Financial increased its Otis Worldwide (OTIS) stake by 1.5% in Q2 2026, buying an estimated $2.09K and bringing the position to 1,924 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #998.

Centaurus Financial first reported a position in OTIS in Q2 2021 and has held it in 21 quarters since. The position peaked at $399K in Q4 2021. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Centaurus Financial held 1,924 shares of Otis Worldwide worth $138K as of Q2 2026.
  • Centaurus Financial bought 28 Otis Worldwide shares in Q2 2026, an estimated $2.09K.
  • Otis Worldwide made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #998 holding.
  • Centaurus Financial first reported a position in Otis Worldwide in Q2 2021 and has held it in 21 quarters since.
  • Centaurus Financial's Otis Worldwide position peaked at $399K in Q4 2021.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.