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

Evermay 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 		$64.7K Buy
904
+82
+10% +$6.13K 0.01% 328
2026
Q1 		$63.4K Hold
822
– – 0.01% 297
2025
Q4 		$71.8K Hold
822
– – 0.01% 291
2025
Q3 		$75.2K Hold
822
– – 0.01% 293
2025
Q2 		$81.4K Hold
822
– – 0.01% 285
2025
Q1 		$84.8K Hold
822
– – 0.01% 279
2024
Q4 		$76.1K Hold
822
– – 0.01% 282
2024
Q3 		$85.4K Sell
822
-50
-6% -$4.76K 0.01% 283
2024
Q2 		$83.9K Hold
872
– – 0.01% 284
2024
Q1 		$86.6K Buy
872
+46
+6% +$4.25K 0.01% 293
2023
Q4 		$73.9K Buy
826
+4
+0.5% +$333 0.01% 287
2023
Q3 		$66K Hold
822
– – 0.01% 278
2023
Q2 		$73.2K Sell
822
-1
-0.1% -$84 0.01% 274
2023
Q1 		$69.5K Hold
823
– – 0.01% 272
2022
Q4 		$64.4K Sell
823
-450
-35% -$33.2K 0.01% 274
2022
Q3 		$81K Hold
1,273
– – 0.02% 237
2022
Q2 		$90K Hold
1,273
– – 0.02% 227
2022
Q1 		$98K Buy
1,273
+305
+32% +$24.4K 0.02% 254
2021
Q4 		$84K Hold
968
– – 0.02% 235
2021
Q3 		$80K Hold
968
– – 0.02% 231
2021
Q2 		$79K Buy
+968
New +$74.5K 0.01% 237

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

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

Evermay Wealth Management increased its Otis Worldwide (OTIS) stake by 10% in Q2 2026, buying an estimated $6.13K and bringing the position to 904 shares worth $64.7K. The position accounts for 0.01% of the portfolio, ranked #328.

Evermay Wealth Management first reported a position in OTIS in Q2 2021 and has held it in 21 quarters since. The position peaked at $98K in Q1 2022. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Evermay Wealth Management held 904 shares of Otis Worldwide worth $64.7K as of Q2 2026.
  • Evermay Wealth Management bought 82 Otis Worldwide shares in Q2 2026, an estimated $6.13K.
  • Otis Worldwide made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #328 holding.
  • Evermay Wealth Management first reported a position in Otis Worldwide in Q2 2021 and has held it in 21 quarters since.
  • Evermay Wealth Management's Otis Worldwide position peaked at $98K in Q1 2022.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.