DBIA
OTIS icon

Dumont & Blake Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Dumont & Blake Investment Advisors’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 		$554K Sell
7,743
-340
-4% -$25.4K 0.12% 135
2026
Q1 		$623K Sell
8,083
-110
-1% -$9.62K 0.16% 132
2025
Q4 		$716K Hold
8,193
– – 0.17% 124
2025
Q3 		$749K Buy
8,193
+26
+0.3% +$2.36K 0.18% 118
2025
Q2 		$809K Buy
8,167
+50
+0.6% +$4.83K 0.21% 110
2025
Q1 		$838K Buy
8,117
+40
+0.5% +$3.91K 0.23% 106
2024
Q4 		$748K Buy
8,077
+14
+0.2% +$1.4K 0.2% 116
2024
Q3 		$838K Sell
8,063
-8,059
-50% -$768K 0.22% 110
2024
Q2 		$1.55M Buy
16,122
+8,148
+102% +$785K 0.22% 110
2024
Q1 		$792K Buy
7,974
+102
+1% +$9.43K 0.23% 106
2023
Q4 		$704K Sell
7,872
-226
-3% -$18.8K 0.22% 112
2023
Q3 		$650K Buy
8,098
+32
+0.4% +$2.74K 0.22% 112
2023
Q2 		$718K Sell
8,066
-69
-0.8% -$5.81K 0.23% 104
2023
Q1 		$687K Sell
8,135
-45
-0.6% -$3.72K 0.23% 109
2022
Q4 		$641K Sell
8,180
-74
-0.9% -$5.46K 0.23% 104
2022
Q3 		$527K Sell
8,254
-552
-6% -$40.4K 0.2% 122
2022
Q2 		$622K Buy
8,806
+106
+1% +$7.81K 0.2% 124
2022
Q1 		$669K Buy
8,700
+13
+0.1% +$1.04K 0.18% 129
2021
Q4 		$756K Buy
8,687
+43
+0.5% +$3.6K 0.2% 122
2021
Q3 		$711K Buy
8,644
+60
+0.7% +$5.28K 0.2% 122
2021
Q2 		$702K Buy
8,584
+5,325
+163% +$410K 0.2% 123
2021
Q1 		$223K Sell
3,259
-25
-0.8% -$1.63K 0.07% 184
2020
Q4 		$222K Sell
3,284
-42
-1% -$2.73K 0.08% 178
2020
Q3 		$208K Buy
+3,326
New +$203K 0.08% 169

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

Dumont & Blake Investment Advisors's OTIS Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its Otis Worldwide (OTIS) stake by 4.2% in Q2 2026, selling an estimated $25.4K and leaving 7,743 shares worth $554K. The position accounts for 0.12% of the portfolio, ranked #135.

Dumont & Blake Investment Advisors first reported a position in OTIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.55M in Q2 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Dumont & Blake Investment Advisors held 7,743 shares of Otis Worldwide worth $554K as of Q2 2026.
  • Dumont & Blake Investment Advisors sold 340 Otis Worldwide shares in Q2 2026, an estimated $25.4K.
  • Otis Worldwide made up 0.12% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #135 holding.
  • Dumont & Blake Investment Advisors first reported a position in Otis Worldwide in Q3 2020 and has held it in 24 quarters since.
  • Dumont & Blake Investment Advisors's Otis Worldwide position peaked at $1.55M in Q2 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.