Drexel Morgan & Co’s Otis Worldwide OTIS Stock Holding History

Drexel Morgan & Co’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	$307K	Hold	4,288	–	–	0.04%	55
2026 Q1	$331K	Hold	4,288	–	–	0.05%	54
2025 Q4	$375K	Hold	4,288	–	–	0.06%	51
2025 Q3	$392K	Hold	4,288	–	–	0.06%	47
2025 Q2	$425K	Hold	4,288	–	–	0.08%	45
2025 Q1	$443K	Hold	4,288	–	–	0.09%	44
2024 Q4	$397K	Hold	4,288	–	–	0.08%	46
2024 Q3	$446K	Hold	4,288	–	–	0.08%	46
2024 Q2	$413K	Hold	4,288	–	–	0.09%	44
2024 Q1	$426K	Hold	4,288	–	–	0.09%	43
2023 Q4	$384K	Hold	4,288	–	–	0.09%	43
2023 Q3	$344K	Hold	4,288	–	–	0.09%	42
2023 Q2	$382K	Hold	4,288	–	–	0.1%	42
2023 Q1	$362K	Hold	4,288	–	–	0.09%	43
2022 Q4	$336K	Hold	4,288	–	–	0.07%	42
2022 Q3	$274K	Hold	4,288	–	–	0.07%	43
2022 Q2	$303K	Hold	4,288	–	–	0.08%	42
2022 Q1	$330K	Hold	4,288	–	–	0.1%	42
2021 Q4	$373K	Hold	4,288	–	–	0.11%	42
2021 Q3	$353K	Hold	4,288	–	–	0.11%	40
2021 Q2	$351K	Hold	4,288	–	–	0.1%	59
2021 Q1	$294K	Sell	4,288 -1	-0%	-$65	0.07%	89
2020 Q4	$290K	Hold	4,289	–	–	0.08%	87
2020 Q3	$268K	Sell	4,289 -3,212	-43%	-$196K	0.09%	83
2020 Q2	$427K	Buy	+7,501	New	+$389K	0.16%	68

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Drexel Morgan & Co's OTIS Position: Q2 2026 in Review

Drexel Morgan & Co held its Otis Worldwide (OTIS) position steady in Q2 2026 at 4,288 shares worth $307K. The position accounts for 0.04% of the portfolio, ranked #55.

Drexel Morgan & Co first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $446K in Q3 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Drexel Morgan & Co held 4,288 shares of Otis Worldwide worth $307K as of Q2 2026.
Drexel Morgan & Co left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.04% of Drexel Morgan & Co's portfolio in Q2 2026, its #55 holding.
Drexel Morgan & Co first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Drexel Morgan & Co's Otis Worldwide position peaked at $446K in Q3 2024.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Drexel Morgan & Co's 13F filing for Q2 2026, filed 13 Aug 2026.