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Covestor’s Otis Worldwide OTIS Stock Holding History

Covestor’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 		$75K Buy
1,036
+310
+43% +$23.2K 0.04% 541
2026
Q1 		$56K Sell
726
-716
-50% -$62.6K 0.04% 639
2025
Q4 		$126K Buy
1,442
+58
+4% +$5.19K 0.07% 437
2025
Q3 		$127K Buy
1,384
+302
+28% +$27.4K 0.07% 439
2025
Q2 		$107K Sell
1,082
-201
-16% -$19.4K 0.06% 521
2025
Q1 		$132K Buy
1,283
+1,047
+444% +$102K 0.09% 325
2024
Q4 		$22K Sell
236
-850
-78% -$85.2K 0.01% 1157
2024
Q3 		$113K Sell
1,086
-3
-0.3% -$286 0.07% 457
2024
Q2 		$105K Sell
1,089
-1
-0.1% -$96 0.07% 457
2024
Q1 		$108K Buy
1,090
+80
+8% +$7.39K 0.07% 492
2023
Q4 		$90K Buy
1,010
+229
+29% +$19K 0.06% 569
2023
Q3 		$63K Sell
781
-4
-0.5% -$342 0.05% 662
2023
Q2 		$70K Buy
785
+8
+1% +$674 0.05% 635
2023
Q1 		$66K Sell
777
-136
-15% -$11.3K 0.06% 600
2022
Q4 		$72K Buy
913
+124
+16% +$9.15K 0.06% 572
2022
Q3 		$50K Buy
789
+530
+205% +$38.8K 0.04% 699
2022
Q2 		$18K Buy
259
+4
+2% +$295 0.01% 1008
2022
Q1 		$20K Buy
255
+128
+101% +$10.2K 0.01% 1061
2021
Q4 		$11K Buy
+127
New +$10.6K 0.02% 993

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

Covestor's OTIS Position: Q2 2026 in Review

Covestor increased its Otis Worldwide (OTIS) stake by 43% in Q2 2026, buying an estimated $23.2K and bringing the position to 1,036 shares worth $75K. The position accounts for 0.04% of the portfolio, ranked #541.

Covestor first reported a position in OTIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $132K in Q1 2025. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Covestor held 1,036 shares of Otis Worldwide worth $75K as of Q2 2026.
  • Covestor bought 310 Otis Worldwide shares in Q2 2026, an estimated $23.2K.
  • Otis Worldwide made up 0.04% of Covestor's portfolio in Q2 2026, its #541 holding.
  • Covestor first reported a position in Otis Worldwide in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Otis Worldwide position peaked at $132K in Q1 2025.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.