Eagle Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Eagle Wealth 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	–	Sell	-2,685	Closed	-$207K	–	106
2026 Q1	$207K	Hold	2,685	–	–	0.19%	96
2025 Q4	$235K	Buy	+2,685	New	+$240K	0.2%	85

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

Eagle Wealth Advisors's OTIS Position: Q2 2026 in Review

Eagle Wealth Advisors sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,685 shares — an estimated $207K sold.

Eagle Wealth Advisors first reported a position in OTIS in Q4 2025 and held it in 2 quarters. The position peaked at $235K in Q4 2025. 1,218 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Eagle Wealth Advisors reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
Eagle Wealth Advisors sold 2,685 Otis Worldwide shares in Q2 2026, an estimated $207K.
Eagle Wealth Advisors first reported a position in Otis Worldwide in Q4 2025 and held it in 2 quarters.
Eagle Wealth Advisors's Otis Worldwide position peaked at $235K in Q4 2025.
1,218 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Eagle Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.