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Concurrent Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Concurrent Investment Advisors’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 		$622K Buy
8,690
+1,007
+13% +$75.2K 0.01% 1282
2026
Q1 		$592K Sell
7,683
-1,564
-17% -$137K 0.01% 1125
2025
Q4 		$808K Buy
9,247
+160
+2% +$14.3K 0.01% 928
2025
Q3 		$831K Buy
9,087
+1,721
+23% +$156K 0.01% 708
2025
Q2 		$729K Buy
7,366
+785
+12% +$75.8K 0.01% 706
2025
Q1 		$679K Buy
6,581
+2,942
+81% +$287K 0.02% 655
2024
Q4 		$337K Sell
3,639
-58
-2% -$5.82K 0.01% 787
2024
Q3 		$384K Buy
3,697
+83
+2% +$7.91K 0.01% 696
2024
Q2 		$348K Buy
+3,614
New +$348K 0.01% 691

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

Concurrent Investment Advisors's OTIS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Otis Worldwide (OTIS) stake by 13% in Q2 2026, buying an estimated $75.2K and bringing the position to 8,690 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #1282.

Concurrent Investment Advisors first reported a position in OTIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $831K in Q3 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Concurrent Investment Advisors held 8,690 shares of Otis Worldwide worth $622K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,007 Otis Worldwide shares in Q2 2026, an estimated $75.2K.
  • Otis Worldwide made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1282 holding.
  • Concurrent Investment Advisors first reported a position in Otis Worldwide in Q2 2024 and has held it in 9 quarters since.
  • Concurrent Investment Advisors's Otis Worldwide position peaked at $831K in Q3 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.