Clark Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Clark Wealth Partners’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	-24	Closed	-$1.85K	–	629
2026 Q1	$1.85K	Buy	+24	New	+$2.1K	﹤0.01%	465
2025 Q3	–	Sell	-20	Closed	-$1.98K	–	624
2025 Q2	$1.98K	Hold	20	–	–	﹤0.01%	387
2025 Q1	$2.06K	Hold	20	–	–	﹤0.01%	368
2024 Q4	$1.85K	Buy	+20	New	+$2.01K	﹤0.01%	369

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 $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clark Wealth Partners's OTIS Position: Q2 2026 in Review

Clark Wealth Partners sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 24 shares — an estimated $1.85K sold.

Clark Wealth Partners first reported a position in OTIS in Q4 2024 and held it in 4 quarters. The position peaked at $2.06K in Q1 2025. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Clark Wealth Partners reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
Clark Wealth Partners sold 24 Otis Worldwide shares in Q2 2026, an estimated $1.85K.
Clark Wealth Partners first reported a position in Otis Worldwide in Q4 2024 and held it in 4 quarters.
Clark Wealth Partners's Otis Worldwide position peaked at $2.06K in Q1 2025.
1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.