Cherry Tree Wealth Management’s Otis Worldwide OTIS Stock Holding History

Cherry Tree 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	$28K	Sell	391 -620	-61%	-$46.3K	0.01%	343
2026 Q1	$77.9K	Hold	1,011	–	–	0.02%	230
2025 Q4	$88.3K	Hold	1,011	–	–	0.02%	228
2025 Q3	$92.4K	Hold	1,011	–	–	0.02%	223
2025 Q2	$100K	Sell	1,011 -18	-2%	-$1.74K	0.02%	216
2025 Q1	$106K	Hold	1,029	–	–	0.03%	209
2024 Q4	$95.3K	Hold	1,029	–	–	0.02%	213
2024 Q3	$107K	Hold	1,029	–	–	0.03%	207
2024 Q2	$99.1K	Hold	1,029	–	–	0.02%	205
2024 Q1	$102K	Hold	1,029	–	–	0.03%	204
2023 Q4	$92.1K	Hold	1,029	–	–	0.02%	203
2023 Q3	$82.6K	Hold	1,029	–	–	0.02%	201
2023 Q2	$91.6K	Buy	+1,029	New	+$86.7K	0.03%	198

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Cherry Tree Wealth Management's OTIS Position: Q2 2026 in Review

Cherry Tree Wealth Management reduced its Otis Worldwide (OTIS) stake by 61% in Q2 2026, selling an estimated $46.3K and leaving 391 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #343.

Cherry Tree Wealth Management first reported a position in OTIS in Q2 2023 and has held it in 13 quarters since. The position peaked at $107K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Cherry Tree Wealth Management held 391 shares of Otis Worldwide worth $28K as of Q2 2026.
Cherry Tree Wealth Management sold 620 Otis Worldwide shares in Q2 2026, an estimated $46.3K.
Otis Worldwide made up 0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #343 holding.
Cherry Tree Wealth Management first reported a position in Otis Worldwide in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's Otis Worldwide position peaked at $107K in Q3 2024.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.