Diversify Advisory Services’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.19M Buy
+16,244
New +$1.21M 0.02% 570
2026
Q1
Sell
-2,257
Closed -$203K 655
2025
Q4
$203K Buy
2,257
+14
+0.6% +$1.25K 0.01% 881
2025
Q3
$202K Buy
+2,243
New +$204K 0.01% 847
2024
Q4
Sell
-5,136
Closed -$529K 671
2024
Q3
$529K Sell
5,136
-807
-14% -$76.9K 0.03% 369
2024
Q2
$572K Sell
5,943
-3,121
-34% -$301K 0.03% 358
2024
Q1
$893K Buy
+9,064
New +$838K 0.05% 279

Other funds holding OTIS

Diversify Advisory Services's OTIS Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Otis Worldwide (OTIS) in Q2 2026: 16,244 shares worth $1.19M. The stake represents 0.02% of the portfolio and ranks #570 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in OTIS as recently as Q4 2025.

Diversify Advisory Services first reported a position in OTIS in Q1 2024 and has held it in 6 quarters since. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Diversify Advisory Services held 16,244 shares of Otis Worldwide worth $1.19M as of Q2 2026.
  • Otis Worldwide was a new Diversify Advisory Services position in Q2 2026.
  • Otis Worldwide made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #570 holding.
  • Diversify Advisory Services first reported a position in Otis Worldwide in Q1 2024 and has held it in 6 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.