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Corient IA’s Otis Worldwide OTIS Stock Holding History

Corient IA’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 		$190K Hold
2,660
– – 0.18% 173
2026
Q1 		$205K Sell
2,660
-340
-11% -$29.7K 0.19% 198
2025
Q4 		$262K Hold
3,000
– – 0.25% 170
2025
Q3 		$274K Sell
3,000
-1,000
-25% -$90.8K 0.2% 193
2025
Q2 		$396K Hold
4,000
– – 0.23% 166
2025
Q1 		$413K Buy
+4,000
New +$391K 0.29% 131

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

Corient IA's OTIS Position: Q2 2026 in Review

Corient IA held its Otis Worldwide (OTIS) position steady in Q2 2026 at 2,660 shares worth $190K. The position accounts for 0.18% of the portfolio, ranked #173.

Corient IA first reported a position in OTIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $413K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Corient IA held 2,660 shares of Otis Worldwide worth $190K as of Q2 2026.
  • Corient IA left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.18% of Corient IA's portfolio in Q2 2026, its #173 holding.
  • Corient IA first reported a position in Otis Worldwide in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's Otis Worldwide position peaked at $413K in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.