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CVA Family Office’s Otis Worldwide OTIS Stock Holding History

CVA Family Office’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 		$73K Sell
1,020
-115
-10% -$8.59K 0.01% 542
2026
Q1 		$87.5K Sell
1,135
-125
-10% -$10.9K 0.01% 485
2025
Q4 		$110K Buy
1,260
+2
+0.2% +$179 0.01% 401
2025
Q3 		$115K Sell
1,258
-75
-6% -$6.81K 0.01% 388
2025
Q2 		$132K Sell
1,333
-35
-3% -$3.38K 0.02% 361
2025
Q1 		$141K Buy
1,368
+70
+5% +$6.84K 0.02% 333
2024
Q4 		$120K Buy
1,298
+52
+4% +$5.21K 0.02% 354
2024
Q3 		$129K Sell
1,246
-60
-5% -$5.72K 0.02% 328
2024
Q2 		$126K Buy
1,306
+379
+41% +$36.5K 0.02% 321
2024
Q1 		$92K Buy
927
+5
+0.5% +$462 0.02% 376
2023
Q4 		$82.5K Buy
+922
New +$76.7K 0.02% 366
2023
Q3 		– Sell
-802
Closed -$71.4K – 727
2023
Q2 		$71.4K Buy
802
+20
+3% +$1.69K 0.02% 366
2023
Q1 		$66K Sell
782
-28
-3% -$2.32K 0.01% 383
2022
Q4 		$63.4K Buy
810
+338
+72% +$25K 0.02% 368
2022
Q3 		$30K Buy
472
+40
+9% +$2.93K 0.01% 466
2022
Q2 		$31K Sell
432
-33
-7% -$2.43K 0.01% 458
2022
Q1 		$36K Buy
465
+150
+48% +$12K 0.01% 460
2021
Q4 		$27K Buy
315
+261
+483% +$21.8K 0.01% 476
2021
Q3 		$3K Sell
54
-261
-83% -$22.9K ﹤0.01% 340
2021
Q2 		$26K Buy
315
+25
+9% +$1.92K 0.01% 477
2021
Q1 		$20K Buy
+290
New +$19K 0.01% 418
2020
Q4 		– Sell
-54
Closed -$3K – 372
2020
Q3 		$3K Hold
54
– – ﹤0.01% 340
2020
Q2 		$3K Buy
+54
New +$2.8K ﹤0.01% 301

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

CVA Family Office's OTIS Position: Q2 2026 in Review

CVA Family Office reduced its Otis Worldwide (OTIS) stake by 10% in Q2 2026, selling an estimated $8.59K and leaving 1,020 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #542.

CVA Family Office first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $141K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • CVA Family Office held 1,020 shares of Otis Worldwide worth $73K as of Q2 2026.
  • CVA Family Office sold 115 Otis Worldwide shares in Q2 2026, an estimated $8.59K.
  • Otis Worldwide made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #542 holding.
  • CVA Family Office first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • CVA Family Office's Otis Worldwide position peaked at $141K in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.