Everett Harris & Co’s Otis Worldwide OTIS Stock Holding History

Everett Harris & Co’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	$349K	Buy	4,868 +350	+8%	+$26.1K	﹤0.01%	247
2026 Q1	$348K	Hold	4,518	–	–	﹤0.01%	257
2025 Q4	$395K	Hold	4,518	–	–	﹤0.01%	252
2025 Q3	$413K	Hold	4,518	–	–	0.01%	240
2025 Q2	$447K	Sell	4,518 -449	-9%	-$43.3K	0.01%	233
2025 Q1	$513K	Hold	4,967	–	–	0.01%	206
2024 Q4	$460K	Hold	4,967	–	–	0.01%	205
2024 Q3	$516K	Buy	4,967 +300	+6%	+$28.6K	0.01%	186
2024 Q2	$449K	Buy	4,667 +448	+11%	+$43.2K	0.01%	189
2024 Q1	$419K	Hold	4,219	–	–	0.01%	195
2023 Q4	$377K	Hold	4,219	–	–	0.01%	203
2023 Q3	$339K	Hold	4,219	–	–	0.01%	204
2023 Q2	$376K	Hold	4,219	–	–	0.01%	196
2023 Q1	$356K	Sell	4,219 -241	-5%	-$19.9K	0.01%	194
2022 Q4	$349K	Hold	4,460	–	–	0.01%	199
2022 Q3	$285K	Sell	4,460 -2,550	-36%	-$187K	0.01%	211
2022 Q2	$495K	Hold	7,010	–	–	0.01%	181
2022 Q1	$539K	Hold	7,010	–	–	0.01%	183
2021 Q4	$610K	Hold	7,010	–	–	0.01%	170
2021 Q3	$577K	Sell	7,010 -49	-0.7%	-$4.31K	0.01%	171
2021 Q2	$577K	Hold	7,059	–	–	0.01%	171
2021 Q1	$483K	Sell	7,059 -10	-0.1%	-$654	0.01%	180
2020 Q4	$478K	Sell	7,069 -318	-4%	-$20.6K	0.01%	174
2020 Q3	$461K	Sell	7,387 -537	-7%	-$32.8K	0.01%	169
2020 Q2	$451K	Buy	+7,924	New	+$411K	0.01%	163

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

Everett Harris & Co's OTIS Position: Q2 2026 in Review

Everett Harris & Co increased its Otis Worldwide (OTIS) stake by 7.7% in Q2 2026, buying an estimated $26.1K and bringing the position to 4,868 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Everett Harris & Co first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $610K in Q4 2021. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Everett Harris & Co held 4,868 shares of Otis Worldwide worth $349K as of Q2 2026.
Everett Harris & Co bought 350 Otis Worldwide shares in Q2 2026, an estimated $26.1K.
Otis Worldwide made up ﹤0.01% of Everett Harris & Co's portfolio in Q2 2026, its #247 holding.
Everett Harris & Co first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Everett Harris & Co's Otis Worldwide position peaked at $610K in Q4 2021.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.