Evergreen Wealth Solutions’s Otis Worldwide OTIS Stock Holding History

Evergreen Wealth 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	$313K	Buy	+4,286	New	+$320K	0.02%	410

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

Evergreen Wealth Solutions's OTIS Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in Otis Worldwide (OTIS) in Q2 2026: 4,286 shares worth $313K. The stake represents 0.02% of the portfolio and ranks #410 among its holdings.

1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Evergreen Wealth Solutions held 4,286 shares of Otis Worldwide worth $313K as of Q2 2026.
Otis Worldwide was a new Evergreen Wealth Solutions position in Q2 2026.
Otis Worldwide made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #410 holding.
1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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