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Empowered Funds’s Otis Worldwide OTIS Stock Holding History

Empowered Funds’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 		$5.16M Buy
72,123
+6,583
+10% +$492K 0.03% 695
2026
Q1 		$5.05M Buy
65,540
+23,418
+56% +$2.05M 0.03% 635
2025
Q4 		$3.68M Buy
42,122
+12,684
+43% +$1.13M 0.06% 332
2025
Q3 		$2.69M Buy
29,438
+19,542
+197% +$1.77M 0.03% 769
2025
Q2 		$980K Buy
9,896
+908
+10% +$87.7K 0.01% 1078
2025
Q1 		$928K Buy
8,988
+857
+11% +$83.7K 0.01% 1026
2024
Q4 		$753K Buy
8,131
+845
+12% +$84.7K 0.01% 1049
2024
Q3 		$757K Buy
7,286
+668
+10% +$63.6K 0.01% 983
2024
Q2 		$637K Buy
6,618
+413
+7% +$39.8K 0.01% 986
2024
Q1 		$616K Buy
6,205
+1,884
+44% +$174K 0.01% 1025
2023
Q4 		$387K Buy
4,321
+802
+23% +$66.7K 0.01% 1044
2023
Q3 		$283K Buy
3,519
+569
+19% +$48.7K 0.01% 1072
2023
Q2 		$263K Buy
+2,950
New +$249K 0.01% 1004

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

Empowered Funds's OTIS Position: Q2 2026 in Review

Empowered Funds increased its Otis Worldwide (OTIS) stake by 10% in Q2 2026, buying an estimated $492K and bringing the position to 72,123 shares worth $5.16M. The position accounts for 0.03% of the portfolio, ranked #695.

Empowered Funds first reported a position in OTIS in Q2 2023 and has held it in 13 quarters since. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Empowered Funds held 72,123 shares of Otis Worldwide worth $5.16M as of Q2 2026.
  • Empowered Funds bought 6,583 Otis Worldwide shares in Q2 2026, an estimated $492K.
  • Otis Worldwide made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #695 holding.
  • Empowered Funds first reported a position in Otis Worldwide in Q2 2023 and has held it in 13 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.