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CreativeOne Wealth’s Otis Worldwide OTIS Stock Holding History

CreativeOne 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 		– Sell
-3,391
Closed -$261K – 1258
2026
Q1 		$261K Buy
3,391
+460
+16% +$40.2K 0.01% 1028
2025
Q4 		$256K Sell
2,931
-147
-5% -$13.2K 0.01% 1025
2025
Q3 		$281K Buy
3,078
+331
+12% +$30K 0.01% 978
2025
Q2 		$272K Sell
2,747
-22
-0.8% -$2.12K 0.01% 961
2025
Q1 		$286K Sell
2,769
-148
-5% -$14.5K 0.01% 883
2024
Q4 		$270K Buy
2,917
+707
+32% +$70.9K 0.01% 921
2024
Q3 		$230K Buy
+2,210
New +$211K 0.01% 863
2024
Q2 		– Sell
-2,904
Closed -$288K – 875
2024
Q1 		$288K Buy
+2,904
New +$268K 0.01% 732
2023
Q3 		– Sell
-2,682
Closed -$239K – 752
2023
Q2 		$239K Buy
2,682
+168
+7% +$14.2K 0.01% 716
2023
Q1 		$212K Sell
2,514
-2,424
-49% -$201K 0.01% 736
2022
Q4 		$387K Buy
+4,938
New +$365K 0.02% 500
2022
Q3 		– Sell
-6,827
Closed -$482K – 752
2022
Q2 		$482K Buy
6,827
+1,244
+22% +$91.6K 0.03% 428
2022
Q1 		$430K Buy
5,583
+305
+6% +$24.4K 0.02% 471
2021
Q4 		$460K Buy
5,278
+270
+5% +$22.6K 0.02% 475
2021
Q3 		$412K Buy
5,008
+371
+8% +$32.6K 0.02% 458
2021
Q2 		$379K Buy
+4,637
New +$357K 0.02% 464

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

CreativeOne Wealth's OTIS Position: Q2 2026 in Review

CreativeOne Wealth sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 3,391 shares — an estimated $261K sold.

CreativeOne Wealth first reported a position in OTIS in Q2 2021 and held it in 16 quarters. The position peaked at $482K in Q2 2022. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • CreativeOne Wealth reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 3,391 Otis Worldwide shares in Q2 2026, an estimated $261K.
  • CreativeOne Wealth first reported a position in Otis Worldwide in Q2 2021 and held it in 16 quarters.
  • CreativeOne Wealth's Otis Worldwide position peaked at $482K in Q2 2022.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.