Duncker Streett & Co’s Otis Worldwide OTIS Stock Holding History

Duncker Streett & 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	$2.29K	Hold	32	–	–	﹤0.01%	474
2026 Q1	$2.47K	Sell	32 -65	-67%	-$5.69K	﹤0.01%	478
2025 Q4	$8.47K	Hold	97	–	–	﹤0.01%	430
2025 Q3	$8.87K	Hold	97	–	–	﹤0.01%	440
2025 Q2	$9.61K	Hold	97	–	–	﹤0.01%	429
2025 Q1	$10K	Sell	97 -131	-57%	-$12.8K	﹤0.01%	414
2024 Q4	$21.1K	Sell	228 -67	-23%	-$6.72K	﹤0.01%	393
2024 Q3	$30.7K	Buy	295 +50	+20%	+$4.76K	0.01%	351
2024 Q2	$23.6K	Sell	245 -75	-23%	-$7.23K	﹤0.01%	369
2024 Q1	$31.8K	Sell	320 -50	-14%	-$4.62K	0.01%	345
2023 Q4	$33.1K	Hold	370	–	–	0.01%	332
2023 Q3	$29.7K	Hold	370	–	–	0.01%	334
2023 Q2	$32.9K	Sell	370 -9	-2%	-$758	0.01%	322
2023 Q1	$32K	Hold	379	–	–	0.01%	324
2022 Q4	$29.7K	Hold	379	–	–	0.01%	338
2022 Q3	$24K	Hold	379	–	–	0.01%	343
2022 Q2	$27K	Hold	379	–	–	0.01%	341
2022 Q1	$29K	Sell	379 -31	-8%	-$2.48K	0.01%	353
2021 Q4	$36K	Sell	410 -44	-10%	-$3.68K	0.01%	365
2021 Q3	$37K	Sell	454 -225	-33%	-$19.8K	0.01%	359
2021 Q2	$56K	Buy	679 +70	+11%	+$5.39K	0.01%	327
2021 Q1	$42K	Sell	609 -100	-14%	-$6.54K	0.01%	349
2020 Q4	$48K	Sell	709 -558	-44%	-$36.2K	0.01%	342
2020 Q3	$79K	Sell	1,267 -729	-37%	-$44.6K	0.02%	291
2020 Q2	$114K	Buy	+1,996	New	+$103K	0.03%	261

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 $3.38T AUM 44.17% 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

Duncker Streett & Co's OTIS Position: Q2 2026 in Review

Duncker Streett & Co held its Otis Worldwide (OTIS) position steady in Q2 2026 at 32 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Duncker Streett & Co first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $114K in Q2 2020. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Duncker Streett & Co held 32 shares of Otis Worldwide worth $2.29K as of Q2 2026.
Duncker Streett & Co left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of Duncker Streett & Co's portfolio in Q2 2026, its #474 holding.
Duncker Streett & Co first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Duncker Streett & Co's Otis Worldwide position peaked at $114K in Q2 2020.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Duncker Streett & Co's 13F filing for Q2 2026, filed 28 Jul 2026.