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Cornerstone Financial Management’s Otis Worldwide OTIS Stock Holding History

Cornerstone Financial Management’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 		$8.81K Buy
123
+25
+26% +$1.87K 0.01% 496
2026
Q1 		$7.55K Buy
98
+27
+38% +$2.36K 0.01% 372
2025
Q4 		$6.2K Buy
+71
New +$6.35K 0.01% 376

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

Cornerstone Financial Management's OTIS Position: Q2 2026 in Review

Cornerstone Financial Management increased its Otis Worldwide (OTIS) stake by 26% in Q2 2026, buying an estimated $1.87K and bringing the position to 123 shares worth $8.81K. The position accounts for 0.01% of the portfolio, ranked #496.

Cornerstone Financial Management first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Cornerstone Financial Management held 123 shares of Otis Worldwide worth $8.81K as of Q2 2026.
  • Cornerstone Financial Management bought 25 Otis Worldwide shares in Q2 2026, an estimated $1.87K.
  • Otis Worldwide made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #496 holding.
  • Cornerstone Financial Management first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.