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Diversify Wealth Management’s Otis Worldwide OTIS Stock Holding History

Diversify 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 		$1.19M Buy
16,244
+439
+3% +$32.8K 0.02% 570
2026
Q1 		$1.21M Buy
15,805
+3,208
+25% +$281K 0.02% 539
2025
Q4 		$1.13M Sell
12,597
-3,272
-21% -$293K 0.05% 300
2025
Q3 		$1.43M Buy
15,869
+860
+6% +$78.1K 0.08% 229
2025
Q2 		$1.32M Buy
15,009
+1,631
+12% +$157K 0.08% 236
2025
Q1 		$1.27M Buy
13,378
+1,615
+14% +$158K 0.09% 213
2024
Q4 		$1.07M Buy
11,763
+5,483
+87% +$550K 0.08% 208
2024
Q3 		$646K Buy
6,280
+717
+13% +$68.3K 0.06% 258
2024
Q2 		$520K Buy
+5,563
New +$536K 0.06% 267

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

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

Diversify Wealth Management increased its Otis Worldwide (OTIS) stake by 2.8% in Q2 2026, buying an estimated $32.8K and bringing the position to 16,244 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #570.

Diversify Wealth Management first reported a position in OTIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.43M in Q3 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Diversify Wealth Management held 16,244 shares of Otis Worldwide worth $1.19M as of Q2 2026.
  • Diversify Wealth Management bought 439 Otis Worldwide shares in Q2 2026, an estimated $32.8K.
  • Otis Worldwide made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #570 holding.
  • Diversify Wealth Management first reported a position in Otis Worldwide in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's Otis Worldwide position peaked at $1.43M in Q3 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.