Commonwealth Equity Services
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Commonwealth Equity Services’s Otis Worldwide OTIS Stock Holding History

Commonwealth Equity Services’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 		$7.11M Sell
99,252
-3,226
-3% -$241K 0.01% 1154
2026
Q1 		$7.9M Sell
102,478
-3,052
-3% -$267K 0.01% 1033
2025
Q4 		$9.22M Sell
105,530
-28,669
-21% -$2.56M 0.01% 934
2025
Q3 		$12.3M Sell
134,199
-10,872
-7% -$987K 0.02% 814
2025
Q2 		$14.4M Sell
145,071
-6,191
-4% -$598K 0.02% 711
2025
Q1 		$15.6M Buy
151,262
+2,164
+1% +$211K 0.02% 659
2024
Q4 		$13.8M Sell
149,098
-2,939
-2% -$295K 0.02% 675
2024
Q3 		$15.8M Sell
152,037
-2,523
-2% -$240K 0.02% 617
2024
Q2 		$14.9M Buy
154,560
+1,459
+1% +$141K 0.02% 622
2024
Q1 		$15.2M Buy
153,101
+1,749
+1% +$162K 0.03% 605
2023
Q4 		$13.5M Sell
151,352
-3,424
-2% -$285K 0.02% 597
2023
Q3 		$12.4M Buy
154,776
+733
+0.5% +$62.7K 0.03% 587
2023
Q2 		$13.7M Sell
154,043
-2,655
-2% -$224K 0.03% 561
2023
Q1 		$13.2M Sell
156,698
-1,497
-0.9% -$124K 0.03% 551
2022
Q4 		$12.4M Sell
158,195
-300
-0.2% -$22.1K 0.03% 549
2022
Q3 		$10.1M Buy
158,495
+9,142
+6% +$669K 0.03% 569
2022
Q2 		$10.6M Buy
149,353
+5,496
+4% +$405K 0.03% 557
2022
Q1 		$11.1M Buy
143,857
+1,840
+1% +$147K 0.03% 584
2021
Q4 		$12.4M Sell
142,017
-2,883
-2% -$241K 0.03% 527
2021
Q3 		$11.9M Sell
144,900
-4,395
-3% -$386K 0.03% 511
2021
Q2 		$12.2M Buy
149,295
+8,059
+6% +$620K 0.03% 498
2021
Q1 		$9.67M Sell
141,236
-7,350
-5% -$480K 0.03% 528
2020
Q4 		$10M Sell
148,586
-4,673
-3% -$303K 0.03% 474
2020
Q3 		$9.57M Sell
153,259
-6,424
-4% -$393K 0.03% 450
2020
Q2 		$9.08M Buy
+159,683
New +$8.27M 0.03% 429

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 $3.37T AUM 44.26% 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

Commonwealth Equity Services's OTIS Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Otis Worldwide (OTIS) stake by 3.1% in Q2 2026, selling an estimated $241K and leaving 99,252 shares worth $7.11M. The position accounts for 0.01% of the portfolio, ranked #1154.

Commonwealth Equity Services first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $15.8M in Q3 2024. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Commonwealth Equity Services held 99,252 shares of Otis Worldwide worth $7.11M as of Q2 2026.
  • Commonwealth Equity Services sold 3,226 Otis Worldwide shares in Q2 2026, an estimated $241K.
  • Otis Worldwide made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1154 holding.
  • Commonwealth Equity Services first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Commonwealth Equity Services's Otis Worldwide position peaked at $15.8M in Q3 2024.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.