ESL Trust Services’s Otis Worldwide OTIS Stock Holding History

ESL Trust Services’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	$53.7K	Hold	750	–	–	0.01%	145
2026 Q1	$57.8K	Hold	750	–	–	0.01%	133
2025 Q4	$65.5K	Hold	750	–	–	0.01%	121
2025 Q3	$68.6K	Hold	750	–	–	0.01%	122
2025 Q2	$74.3K	Hold	750	–	–	0.02%	115
2025 Q1	$77.4K	Hold	750	–	–	0.02%	112
2024 Q4	$69.5K	Buy	+750	New	+$75.2K	0.02%	122

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

ESL Trust Services's OTIS Position: Q2 2026 in Review

ESL Trust Services held its Otis Worldwide (OTIS) position steady in Q2 2026 at 750 shares worth $53.7K. The position accounts for 0.01% of the portfolio, ranked #145.

ESL Trust Services first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $77.4K in Q1 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

ESL Trust Services held 750 shares of Otis Worldwide worth $53.7K as of Q2 2026.
ESL Trust Services left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.01% of ESL Trust Services's portfolio in Q2 2026, its #145 holding.
ESL Trust Services first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
ESL Trust Services's Otis Worldwide position peaked at $77.4K in Q1 2025.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on ESL Trust Services's 13F filing for Q2 2026, filed 13 Aug 2026.