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Cetera Trust Company’s Otis Worldwide OTIS Stock Holding History

Cetera Trust Company’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
-150
Closed -$11.6K – 354
2026
Q1 		$11.6K Sell
150
-100
-40% -$8.75K 0.01% 292
2025
Q4 		$21.8K Hold
250
– – 0.01% 252
2025
Q3 		$22.9K Hold
250
– – 0.01% 246
2025
Q2 		$24.8K Hold
250
– – 0.01% 243
2025
Q1 		$25.8K Sell
250
-50
-17% -$4.88K 0.02% 246
2024
Q4 		$27.8K Hold
300
– – 0.02% 245
2024
Q3 		$31.2K Hold
300
– – 0.02% 247
2024
Q2 		$28.9K Hold
300
– – 0.02% 249
2024
Q1 		$29.8K Hold
300
– – 0.02% 248
2023
Q4 		$26.8K Buy
+300
New +$24.9K 0.02% 252

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

Cetera Trust Company's OTIS Position: Q2 2026 in Review

Cetera Trust Company sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 150 shares — an estimated $11.6K sold.

Cetera Trust Company first reported a position in OTIS in Q4 2023 and held it in 10 quarters. The position peaked at $31.2K in Q3 2024. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Cetera Trust Company reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Cetera Trust Company sold 150 Otis Worldwide shares in Q2 2026, an estimated $11.6K.
  • Cetera Trust Company first reported a position in Otis Worldwide in Q4 2023 and held it in 10 quarters.
  • Cetera Trust Company's Otis Worldwide position peaked at $31.2K in Q3 2024.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.