CCA
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Checchi Capital Advisers’s Otis Worldwide OTIS Stock Holding History

Checchi Capital Advisers’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 		$259K Sell
3,612
-877
-20% -$65.5K 0.01% 528
2026
Q1 		$346K Buy
4,489
+442
+11% +$38.7K 0.02% 435
2025
Q4 		$353K Buy
4,047
+14
+0.3% +$1.25K 0.02% 404
2025
Q3 		$369K Sell
4,033
-567
-12% -$51.5K 0.02% 398
2025
Q2 		$456K Sell
4,600
-483
-10% -$46.6K 0.03% 360
2025
Q1 		$525K Buy
5,083
+18
+0.4% +$1.76K 0.03% 323
2024
Q4 		$469K Buy
5,065
+31
+0.6% +$3.11K 0.03% 338
2024
Q3 		$523K Buy
5,034
+152
+3% +$14.5K 0.03% 318
2024
Q2 		$470K Buy
4,882
+84
+2% +$8.1K 0.02% 335
2024
Q1 		$476K Sell
4,798
-1
-0% -$92 0.04% 337
2023
Q4 		$429K Buy
4,799
+11
+0.2% +$915 0.03% 339
2023
Q3 		$385K Sell
4,788
-143
-3% -$12.2K 0.04% 347
2023
Q2 		$439K Buy
4,931
+318
+7% +$26.8K 0.04% 320
2023
Q1 		$389K Sell
4,613
-76
-2% -$6.29K 0.04% 349
2022
Q4 		$367K Sell
4,689
-46
-1% -$3.4K 0.04% 336
2022
Q3 		$302K Buy
4,735
+369
+8% +$27K 0.03% 387
2022
Q2 		$341K Buy
4,366
+732
+20% +$53.9K 0.03% 388
2022
Q1 		$280K Buy
3,634
+83
+2% +$6.63K 0.02% 425
2021
Q4 		$309K Buy
3,551
+66
+2% +$5.53K 0.03% 378
2021
Q3 		$287K Buy
3,485
+56
+2% +$4.92K 0.03% 378
2021
Q2 		$280K Buy
3,429
+205
+6% +$15.8K 0.03% 400
2021
Q1 		$221K Sell
3,224
-77
-2% -$5.03K 0.02% 464
2020
Q4 		$223K Sell
3,301
-58
-2% -$3.76K 0.02% 430
2020
Q3 		$210K Buy
+3,359
New +$205K 0.02% 395

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

Checchi Capital Advisers's OTIS Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Otis Worldwide (OTIS) stake by 20% in Q2 2026, selling an estimated $65.5K and leaving 3,612 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #528.

Checchi Capital Advisers first reported a position in OTIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $525K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Checchi Capital Advisers held 3,612 shares of Otis Worldwide worth $259K as of Q2 2026.
  • Checchi Capital Advisers sold 877 Otis Worldwide shares in Q2 2026, an estimated $65.5K.
  • Otis Worldwide made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #528 holding.
  • Checchi Capital Advisers first reported a position in Otis Worldwide in Q3 2020 and has held it in 24 quarters since.
  • Checchi Capital Advisers's Otis Worldwide position peaked at $525K in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.