Clean Yield Group’s Otis Worldwide OTIS Stock Holding History

Clean Yield Group’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	-134	Closed	-$10.3K	–	405
2026 Q1	$10.3K	Hold	134	–	–	﹤0.01%	298
2025 Q4	$11.7K	Sell	134 -27	-17%	-$2.42K	﹤0.01%	305
2025 Q3	$14.7K	Hold	161	–	–	﹤0.01%	302
2025 Q2	$15.9K	Hold	161	–	–	﹤0.01%	282
2025 Q1	$16.6K	Buy	161 +27	+20%	+$2.64K	0.01%	288
2024 Q4	$12.4K	Hold	134	–	–	﹤0.01%	315
2024 Q3	$13.9K	Sell	134 -30	-18%	-$2.86K	﹤0.01%	312
2024 Q2	$15.8K	Hold	164	–	–	0.01%	294
2024 Q1	$16.3K	Hold	164	–	–	0.01%	295
2023 Q4	$14.7K	Sell	164 -17	-9%	-$1.41K	0.01%	297
2023 Q3	$14.7K	Hold	181	–	–	0.01%	303
2023 Q2	$16.1K	Hold	181	–	–	0.01%	305
2023 Q1	$15.3K	Hold	181	–	–	0.01%	303
2022 Q4	$14.2K	Sell	181 -131	-42%	-$9.67K	0.01%	315
2022 Q3	$20K	Hold	312	–	–	0.01%	287
2022 Q2	$22K	Hold	312	–	–	0.01%	290
2022 Q1	$24K	Hold	312	–	–	0.01%	300
2021 Q4	$27K	Hold	312	–	–	0.01%	302
2021 Q3	$26K	Sell	312 -686	-69%	-$60.3K	0.01%	310
2021 Q2	$82K	Buy	+998	New	+$76.8K	0.03%	219
2021 Q1	–	Sell	-916	Closed	-$62K	–	308
2020 Q4	$62K	Buy	916 +66	+8%	+$4.28K	0.02%	234
2020 Q3	$53K	Sell	850 -333	-28%	-$20.4K	0.02%	221
2020 Q2	$67K	Buy	+1,183	New	+$61.3K	0.03%	191

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

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

Clean Yield Group's OTIS Position: Q2 2026 in Review

Clean Yield Group sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 134 shares — an estimated $10.3K sold.

Clean Yield Group first reported a position in OTIS in Q2 2020 and held it in 23 quarters. The position peaked at $82K in Q2 2021. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Clean Yield Group reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
Clean Yield Group sold 134 Otis Worldwide shares in Q2 2026, an estimated $10.3K.
Clean Yield Group first reported a position in Otis Worldwide in Q2 2020 and held it in 23 quarters.
Clean Yield Group's Otis Worldwide position peaked at $82K in Q2 2021.
1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.