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Concord Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Concord 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 		$10.6K Buy
+148
New +$11.1K ﹤0.01% 564
2026
Q1 		– Sell
-250
Closed -$21.8K – 614
2025
Q4 		$21.8K Hold
250
– – ﹤0.01% 428
2025
Q3 		$22.9K Hold
250
– – ﹤0.01% 443
2025
Q2 		$24.8K Hold
250
– – ﹤0.01% 441
2025
Q1 		$25.8K Hold
250
– – ﹤0.01% 404
2024
Q4 		$23.2K Hold
250
– – ﹤0.01% 433
2024
Q3 		$26K Sell
250
-8
-3% -$762 ﹤0.01% 436
2024
Q2 		$24.8K Buy
258
+8
+3% +$771 ﹤0.01% 396
2024
Q1 		$24.8K Buy
250
+14
+6% +$1.29K ﹤0.01% 460
2023
Q4 		$21.1K Hold
236
– – ﹤0.01% 469
2023
Q3 		$19K Hold
236
– – ﹤0.01% 518
2023
Q2 		$21K Hold
236
– – ﹤0.01% 499
2023
Q1 		$19.9K Sell
236
-16
-6% -$1.32K 0.01% 494
2022
Q4 		$19.7K Buy
+252
New +$18.6K 0.01% 530
2022
Q3 		– Sell
-1,600
Closed -$113K – 820
2022
Q2 		$113K Sell
1,600
-18
-1% -$1.33K 0.03% 241
2022
Q1 		$125K Sell
1,618
-9
-0.6% -$719 0.03% 260
2021
Q4 		$142K Buy
1,627
+1,535
+1,668% +$128K 0.03% 247
2021
Q3 		$8K Sell
92
-1,372
-94% -$121K ﹤0.01% 508
2021
Q2 		$120K Sell
1,464
-67
-4% -$5.16K 0.03% 208
2021
Q1 		$105K Buy
1,531
+1,103
+258% +$72.1K 0.04% 214
2020
Q4 		$29K Buy
+428
New +$27.8K 0.02% 269

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 $3.38T AUM 44.17% 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

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

Concord Wealth Partners opened a new position in Otis Worldwide (OTIS) in Q2 2026: 148 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #564 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in OTIS as recently as Q4 2025.

Concord Wealth Partners first reported a position in OTIS in Q4 2020 and has held it in 21 quarters since. The position peaked at $142K in Q4 2021. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Concord Wealth Partners held 148 shares of Otis Worldwide worth $10.6K as of Q2 2026.
  • Otis Worldwide was a new Concord Wealth Partners position in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #564 holding.
  • Concord Wealth Partners first reported a position in Otis Worldwide in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Otis Worldwide position peaked at $142K in Q4 2021.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.