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Dunhill Financial’s Otis Worldwide OTIS Stock Holding History

Dunhill Financial’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 		$679 Sell
9
-4
-31% -$299 ﹤0.01% 1080
2026
Q1 		$1.01K Sell
13
-25
-66% -$2.19K ﹤0.01% 957
2025
Q4 		$3.35K Buy
38
+3
+9% +$268 ﹤0.01% 660
2025
Q3 		$3.23K Sell
35
-5
-13% -$454 ﹤0.01% 620
2025
Q2 		$4.02K Sell
40
-55
-58% -$5.31K ﹤0.01% 576
2025
Q1 		$9.83K Sell
95
-9
-9% -$879 ﹤0.01% 422
2024
Q4 		$9.63K Buy
104
+22
+27% +$2.21K ﹤0.01% 391
2024
Q3 		$8.56K Buy
82
+42
+105% +$4K ﹤0.01% 419
2024
Q2 		$3.86K Buy
40
+8
+25% +$771 ﹤0.01% 444
2024
Q1 		$3.2K Buy
32
+5
+19% +$462 ﹤0.01% 406
2023
Q4 		$2.41K Buy
+27
New +$2.25K ﹤0.01% 419

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

Dunhill Financial's OTIS Position: Q2 2026 in Review

Dunhill Financial reduced its Otis Worldwide (OTIS) stake by 31% in Q2 2026, selling an estimated $299 and leaving 9 shares worth $679. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Dunhill Financial first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.83K in Q1 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Dunhill Financial held 9 shares of Otis Worldwide worth $679 as of Q2 2026.
  • Dunhill Financial sold 4 Otis Worldwide shares in Q2 2026, an estimated $299.
  • Otis Worldwide made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #1080 holding.
  • Dunhill Financial first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • Dunhill Financial's Otis Worldwide position peaked at $9.83K in Q1 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.