Envestnet Portfolio Solutions
OTIS icon

Envestnet Portfolio Solutions’s Otis Worldwide OTIS Stock Holding History

Envestnet Portfolio Solutions’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 		$943K Buy
13,170
+1,566
+13% +$117K ﹤0.01% 737
2026
Q1 		$894K Sell
11,604
-6,000
-34% -$525K 0.01% 671
2025
Q4 		$1.54M Sell
17,604
-1,675
-9% -$150K 0.01% 621
2025
Q3 		$1.76M Buy
19,279
+2,542
+15% +$231K 0.01% 560
2025
Q2 		$1.66M Sell
16,737
-2,066
-11% -$199K 0.01% 622
2025
Q1 		$1.94M Sell
18,803
-5,810
-24% -$568K 0.01% 591
2024
Q4 		$2.28M Buy
24,613
+1,243
+5% +$125K 0.01% 622
2024
Q3 		$2.43M Buy
23,370
+1,442
+7% +$137K 0.01% 599
2024
Q2 		$2.11M Sell
21,928
-905
-4% -$87.2K 0.01% 618
2024
Q1 		$2.27M Buy
22,833
+4,104
+22% +$379K 0.01% 595
2023
Q4 		$1.68M Buy
18,729
+1,501
+9% +$125K 0.01% 635
2023
Q3 		$1.38M Buy
+17,228
New +$1.47M 0.01% 660

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's OTIS Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Otis Worldwide (OTIS) stake by 13% in Q2 2026, buying an estimated $117K and bringing the position to 13,170 shares worth $943K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Envestnet Portfolio Solutions first reported a position in OTIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.43M in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Envestnet Portfolio Solutions held 13,170 shares of Otis Worldwide worth $943K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,566 Otis Worldwide shares in Q2 2026, an estimated $117K.
  • Otis Worldwide made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #737 holding.
  • Envestnet Portfolio Solutions first reported a position in Otis Worldwide in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Otis Worldwide position peaked at $2.43M in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.