Corient Private Wealth
OTIS icon

Corient Private Wealth’s Otis Worldwide OTIS Stock Holding History

Corient Private Wealth’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 		$18.5M Buy
258,430
+106,606
+70% +$7.96M 0.03% 437
2026
Q1 		$11.5M Buy
151,824
+2,394
+2% +$209K 0.02% 577
2025
Q4 		$13.1M Buy
149,430
+18,539
+14% +$1.66M 0.02% 498
2025
Q3 		$12M Sell
130,891
-35,867
-22% -$3.26M 0.02% 490
2025
Q2 		$16.5M Sell
166,758
-11,567
-6% -$1.12M 0.02% 419
2025
Q1 		$18.4M Sell
178,325
-20,783
-10% -$2.03M 0.03% 402
2024
Q4 		$18.2M Sell
199,108
-8,411
-4% -$843K 0.03% 411
2024
Q3 		$21.6M Buy
207,519
+11,077
+6% +$1.06M 0.03% 404
2024
Q2 		$18.9M Sell
196,442
-16,079
-8% -$1.55M 0.03% 394
2024
Q1 		$21.1M Buy
212,521
+3,637
+2% +$336K 0.04% 379
2023
Q4 		$18.7M Sell
208,884
-10,862
-5% -$903K 0.03% 398
2023
Q3 		$17.6M Buy
219,746
+1,845
+0.8% +$158K 0.04% 375
2023
Q2 		$19.4M Sell
217,901
-5,393
-2% -$454K 0.04% 347
2023
Q1 		$18.8M Buy
223,294
+66,125
+42% +$5.47M 0.05% 323
2022
Q4 		$12.3M Buy
+157,169
New +$11.6M 0.04% 335

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

Corient Private Wealth's OTIS Position: Q2 2026 in Review

Corient Private Wealth increased its Otis Worldwide (OTIS) stake by 70% in Q2 2026, buying an estimated $7.96M and bringing the position to 258,430 shares worth $18.5M. The position accounts for 0.03% of the portfolio, ranked #437.

Corient Private Wealth first reported a position in OTIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.6M in Q3 2024. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Corient Private Wealth held 258,430 shares of Otis Worldwide worth $18.5M as of Q2 2026.
  • Corient Private Wealth bought 106,606 Otis Worldwide shares in Q2 2026, an estimated $7.96M.
  • Otis Worldwide made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #437 holding.
  • Corient Private Wealth first reported a position in Otis Worldwide in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Otis Worldwide position peaked at $21.6M in Q3 2024.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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