EWA
OTIS icon

EP Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

EP 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 		$714K Buy
9,968
+2,565
+35% +$192K ﹤0.01% 877
2026
Q1 		$571K Buy
7,403
+128
+2% +$11.2K ﹤0.01% 849
2025
Q4 		$635K Buy
+7,275
New +$651K ﹤0.01% 765
2025
Q2 		$952K Buy
9,619
+2,200
+30% +$212K 0.01% 574
2025
Q1 		$766K Buy
7,419
+794
+12% +$77.6K 0.01% 565
2024
Q4 		$614K Buy
6,625
+218
+3% +$21.9K 0.01% 632
2024
Q3 		$666K Buy
6,407
+428
+7% +$40.8K 0.01% 604
2024
Q2 		$576K Buy
5,979
+1,502
+34% +$145K 0.01% 505
2024
Q1 		$444K Buy
4,477
+50
+1% +$4.62K 0.01% 536
2023
Q4 		$396K Buy
4,427
+208
+5% +$17.3K 0.01% 549
2023
Q3 		$339K Sell
4,219
-6,803
-62% -$582K 0.01% 537
2023
Q2 		$363K Buy
11,022
+9,846
+837% +$830K 0.01% 526
2023
Q1 		$998K Sell
1,176
-1,645
-58% -$136K 0.02% 305
2022
Q4 		$221K Buy
+2,821
New +$208K ﹤0.01% 530

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

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

EP Wealth Advisors increased its Otis Worldwide (OTIS) stake by 35% in Q2 2026, buying an estimated $192K and bringing the position to 9,968 shares worth $714K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

EP Wealth Advisors first reported a position in OTIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $998K in Q1 2023. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • EP Wealth Advisors held 9,968 shares of Otis Worldwide worth $714K as of Q2 2026.
  • EP Wealth Advisors bought 2,565 Otis Worldwide shares in Q2 2026, an estimated $192K.
  • Otis Worldwide made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #877 holding.
  • EP Wealth Advisors first reported a position in Otis Worldwide in Q4 2022 and has held it in 14 quarters since.
  • EP Wealth Advisors's Otis Worldwide position peaked at $998K in Q1 2023.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.