Cranbrook Wealth Management’s Otis Worldwide OTIS Stock Holding History

Cranbrook Wealth 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	$11.6K	Hold	162	–	–	﹤0.01%	298
2026 Q1	$12.5K	Hold	162	–	–	﹤0.01%	277
2025 Q4	$14.2K	Hold	162	–	–	﹤0.01%	274
2025 Q3	$14.8K	Hold	162	–	–	﹤0.01%	275
2025 Q2	$16K	Hold	162	–	–	﹤0.01%	261
2025 Q1	$16.7K	Hold	162	–	–	﹤0.01%	240
2024 Q4	$15K	Hold	162	–	–	﹤0.01%	244
2024 Q3	$16.8K	Sell	162 -125	-44%	-$11.9K	﹤0.01%	235
2024 Q2	$27.6K	Buy	287 +250	+676%	+$24.1K	0.01%	207
2024 Q1	$3.67K	Hold	37	–	–	﹤0.01%	260
2023 Q4	$3.31K	Buy	+37	New	+$3.08K	﹤0.01%	270
2021 Q1	–	Sell	-12	Closed	-$1K	–	406
2020 Q4	$1K	Buy	+12	New	+$778	﹤0.01%	309

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Cranbrook Wealth Management's OTIS Position: Q2 2026 in Review

Cranbrook Wealth Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 162 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Cranbrook Wealth Management first reported a position in OTIS in Q4 2020 and has held it in 12 quarters since. The position peaked at $27.6K in Q2 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Cranbrook Wealth Management held 162 shares of Otis Worldwide worth $11.6K as of Q2 2026.
Cranbrook Wealth Management left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of Cranbrook Wealth Management's portfolio in Q2 2026, its #298 holding.
Cranbrook Wealth Management first reported a position in Otis Worldwide in Q4 2020 and has held it in 12 quarters since.
Cranbrook Wealth Management's Otis Worldwide position peaked at $27.6K in Q2 2024.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.