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Ellevest Inc’s Otis Worldwide OTIS Stock Holding History

Ellevest Inc’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 		$246K Buy
3,348
+96
+3% +$7.17K 0.03% 404
2026
Q1 		$251K Sell
3,252
-123
-4% -$10.8K 0.03% 359
2025
Q4 		$295K Sell
3,375
-1,181
-26% -$106K 0.04% 331
2025
Q3 		$417K Sell
4,556
-1,856
-29% -$168K 0.06% 261
2025
Q2 		$635K Sell
6,412
-3,421
-35% -$330K 0.1% 152
2025
Q1 		$1.01M Sell
9,833
-476
-5% -$46.5K 0.07% 99
2024
Q4 		$955K Sell
10,309
-762
-7% -$76.4K 0.06% 107
2024
Q3 		$1.15M Sell
11,071
-2,491
-18% -$237K 0.06% 95
2024
Q2 		$1.31M Buy
13,562
+1,088
+9% +$105K 0.08% 74
2024
Q1 		$1.24M Buy
12,474
+498
+4% +$46K 0.08% 75
2023
Q4 		$1.07M Buy
11,976
+2,781
+30% +$231K 0.07% 77
2023
Q3 		$738K Buy
9,195
+90
+1% +$7.7K 0.06% 90
2023
Q2 		$810K Buy
9,105
+1,447
+19% +$122K 0.06% 78
2023
Q1 		$646K Buy
7,658
+1,611
+27% +$133K 0.05% 97
2022
Q4 		$474K Buy
6,047
+1,701
+39% +$126K 0.04% 130
2022
Q3 		$277K Sell
4,346
-198
-4% -$14.5K 0.03% 200
2022
Q2 		$321K Sell
4,544
-180
-4% -$13.3K 0.03% 180
2022
Q1 		$364K Buy
4,724
+720
+18% +$57.5K 0.03% 192
2021
Q4 		$349K Buy
4,004
+1,457
+57% +$122K 0.03% 178
2021
Q3 		$210K Buy
2,547
+492
+24% +$43.3K 0.02% 263
2021
Q2 		$168K Buy
2,055
+1,295
+170% +$99.7K 0.02% 295
2021
Q1 		$52K Buy
760
+132
+21% +$8.63K 0.01% 467
2020
Q4 		$42K Sell
628
-67
-10% -$4.35K 0.01% 504
2020
Q3 		$43K Buy
695
+120
+21% +$7.34K 0.01% 408
2020
Q2 		$33K Buy
+575
New +$29.8K 0.01% 414

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

Ellevest Inc's OTIS Position: Q2 2026 in Review

Ellevest Inc increased its Otis Worldwide (OTIS) stake by 3% in Q2 2026, buying an estimated $7.17K and bringing the position to 3,348 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #404.

Ellevest Inc first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.31M in Q2 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Ellevest Inc held 3,348 shares of Otis Worldwide worth $246K as of Q2 2026.
  • Ellevest Inc bought 96 Otis Worldwide shares in Q2 2026, an estimated $7.17K.
  • Otis Worldwide made up 0.03% of Ellevest Inc's portfolio in Q2 2026, its #404 holding.
  • Ellevest Inc first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Ellevest Inc's Otis Worldwide position peaked at $1.31M in Q2 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.