DWP
OTIS icon

Daymark Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Daymark Wealth Partners’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 		$741K Buy
10,346
+710
+7% +$53K 0.02% 389
2026
Q1 		$743K Buy
9,636
+486
+5% +$42.5K 0.02% 346
2025
Q4 		$799K Buy
9,150
+1,458
+19% +$130K 0.03% 315
2025
Q3 		$703K Sell
7,692
-424
-5% -$38.5K 0.02% 322
2025
Q2 		$804K Sell
8,116
-558
-6% -$53.9K 0.03% 289
2025
Q1 		$895K Buy
8,674
+788
+10% +$77K 0.04% 256
2024
Q4 		$730K Buy
7,886
+371
+5% +$37.2K 0.03% 277
2024
Q3 		$781K Buy
7,515
+80
+1% +$7.62K 0.03% 277
2024
Q2 		$716K Sell
7,435
-193
-3% -$18.6K 0.03% 281
2024
Q1 		$757K Sell
7,628
-779
-9% -$72K 0.04% 227
2023
Q4 		$752K Buy
8,407
+72
+0.9% +$5.99K 0.05% 215
2023
Q3 		$669K Buy
8,335
+1,270
+18% +$109K 0.05% 210
2023
Q2 		$629K Buy
7,065
+3,558
+101% +$300K 0.05% 210
2023
Q1 		$296K Sell
3,507
-82
-2% -$6.79K 0.04% 240
2022
Q4 		$281K Buy
+3,589
New +$265K 0.05% 189

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

Daymark Wealth Partners's OTIS Position: Q2 2026 in Review

Daymark Wealth Partners increased its Otis Worldwide (OTIS) stake by 7.4% in Q2 2026, buying an estimated $53K and bringing the position to 10,346 shares worth $741K. The position accounts for 0.02% of the portfolio, ranked #389.

Daymark Wealth Partners first reported a position in OTIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $895K in Q1 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Daymark Wealth Partners held 10,346 shares of Otis Worldwide worth $741K as of Q2 2026.
  • Daymark Wealth Partners bought 710 Otis Worldwide shares in Q2 2026, an estimated $53K.
  • Otis Worldwide made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #389 holding.
  • Daymark Wealth Partners first reported a position in Otis Worldwide in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Otis Worldwide position peaked at $895K in Q1 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.