EWM
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Evercore Wealth Management’s Otis Worldwide OTIS Stock Holding History

Evercore Wealth Management’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 		$1.52M Sell
21,182
-349
-2% -$26.1K 0.02% 194
2026
Q1 		$1.66M Sell
21,531
-3,910
-15% -$342K 0.03% 168
2025
Q4 		$2.22M Hold
25,441
– – 0.03% 153
2025
Q3 		$2.33M Sell
25,441
-1,672
-6% -$152K 0.03% 149
2025
Q2 		$2.68M Buy
27,113
+49
+0.2% +$4.73K 0.04% 137
2025
Q1 		$2.79M Sell
27,064
-404
-1% -$39.5K 0.04% 138
2024
Q4 		$2.54M Sell
27,468
-4
-0% -$401 0.04% 142
2024
Q3 		$2.86M Sell
27,472
-240
-0.9% -$22.9K 0.04% 136
2024
Q2 		$2.67M Sell
27,712
-9
-0% -$867 0.04% 137
2024
Q1 		$2.75M Sell
27,721
-565
-2% -$52.2K 0.04% 140
2023
Q4 		$2.53M Sell
28,286
-80
-0.3% -$6.65K 0.04% 142
2023
Q3 		$2.28M Buy
28,366
+702
+3% +$60K 0.04% 139
2023
Q2 		$2.46M Sell
27,664
-119
-0.4% -$10K 0.05% 141
2023
Q1 		$2.34M Buy
27,783
+85
+0.3% +$7.03K 0.05% 142
2022
Q4 		$2.17M Sell
27,698
-214
-0.8% -$15.8K 0.05% 147
2022
Q3 		$1.78M Sell
27,912
-131
-0.5% -$9.58K 0.04% 146
2022
Q2 		$1.98M Hold
28,043
– – 0.04% 145
2022
Q1 		$2.16M Sell
28,043
-171
-0.6% -$13.7K 0.04% 158
2021
Q4 		$2.46M Sell
28,214
-585
-2% -$49K 0.04% 151
2021
Q3 		$2.37M Hold
28,799
– – 0.04% 157
2021
Q2 		$2.36M Sell
28,799
-13
-0% -$1K 0.04% 159
2021
Q1 		$1.97M Sell
28,812
-2,738
-9% -$179K 0.04% 172
2020
Q4 		$2.13M Sell
31,550
-2,281
-7% -$148K 0.05% 151
2020
Q3 		$2.11M Sell
33,831
-884
-3% -$54.1K 0.05% 143
2020
Q2 		$1.97M Buy
+34,715
New +$1.8M 0.05% 142

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

Evercore Wealth Management's OTIS Position: Q2 2026 in Review

Evercore Wealth Management reduced its Otis Worldwide (OTIS) stake by 1.6% in Q2 2026, selling an estimated $26.1K and leaving 21,182 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #194.

Evercore Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.86M in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Evercore Wealth Management held 21,182 shares of Otis Worldwide worth $1.52M as of Q2 2026.
  • Evercore Wealth Management sold 349 Otis Worldwide shares in Q2 2026, an estimated $26.1K.
  • Otis Worldwide made up 0.02% of Evercore Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Evercore Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Evercore Wealth Management's Otis Worldwide position peaked at $2.86M in Q3 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.