Circle Wealth Management’s Otis Worldwide OTIS Stock Holding History

Circle 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	$2.35M	Sell	32,851 -454	-1%	-$33.9K	0.03%	92
2026 Q1	$2.57M	Buy	33,305 +454	+1%	+$39.7K	0.04%	76
2025 Q4	$2.87M	Hold	32,851	–	–	0.04%	68
2025 Q3	$3M	Buy	32,851 +341	+1%	+$31K	0.06%	64
2025 Q2	$3.22M	Hold	32,510	–	–	0.07%	63
2025 Q1	$3.36M	Hold	32,510	–	–	0.08%	55
2024 Q4	$3.01M	Hold	32,510	–	–	0.06%	59
2024 Q3	$3.38M	Hold	32,510	–	–	0.07%	57
2024 Q2	$3.13M	Sell	32,510 -296	-0.9%	-$28.5K	0.07%	54
2024 Q1	$3.26M	Hold	32,806	–	–	0.08%	56
2023 Q4	$2.94M	Sell	32,806 -13	-0%	-$1.08K	0.07%	58
2023 Q3	$2.64M	Buy	+32,819	New	+$2.81M	0.07%	59

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

Circle Wealth Management's OTIS Position: Q2 2026 in Review

Circle Wealth Management reduced its Otis Worldwide (OTIS) stake by 1.4% in Q2 2026, selling an estimated $33.9K and leaving 32,851 shares worth $2.35M. The position accounts for 0.03% of the portfolio, ranked #92.

Circle Wealth Management first reported a position in OTIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.38M in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Circle Wealth Management held 32,851 shares of Otis Worldwide worth $2.35M as of Q2 2026.
Circle Wealth Management sold 454 Otis Worldwide shares in Q2 2026, an estimated $33.9K.
Otis Worldwide made up 0.03% of Circle Wealth Management's portfolio in Q2 2026, its #92 holding.
Circle Wealth Management first reported a position in Otis Worldwide in Q3 2023 and has held it in 12 quarters since.
Circle Wealth Management's Otis Worldwide position peaked at $3.38M in Q3 2024.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.