EWA
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EverSource Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

EverSource Wealth Advisors’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 		$264K Buy
3,688
+1,070
+41% +$79.9K 0.01% 869
2026
Q1 		$202K Sell
2,618
-2,288
-47% -$200K 0.01% 1049
2025
Q4 		$429K Buy
4,906
+18
+0.4% +$1.61K 0.02% 592
2025
Q3 		$447K Buy
4,888
+371
+8% +$33.7K 0.02% 540
2025
Q2 		$447K Buy
4,517
+1,467
+48% +$142K 0.02% 500
2025
Q1 		$315K Buy
3,050
+169
+6% +$16.5K 0.02% 509
2024
Q4 		$267K Buy
2,881
+47
+2% +$4.71K 0.02% 540
2024
Q3 		$295K Buy
2,834
+346
+14% +$33K 0.02% 455
2024
Q2 		$235K Sell
2,488
-50
-2% -$4.82K 0.02% 503
2024
Q1 		$232K Sell
2,538
-65
-2% -$6.01K 0.02% 447
2023
Q4 		$233K Buy
2,603
+493
+23% +$41K 0.02% 395
2023
Q3 		$169K Sell
2,110
-3
-0.1% -$257 0.02% 433
2023
Q2 		$188K Sell
2,113
-8
-0.4% -$674 0.02% 408
2023
Q1 		$179K Buy
2,121
+15
+0.7% +$1.24K 0.02% 389
2022
Q4 		$165K Buy
2,106
+80
+4% +$5.91K 0.03% 380
2022
Q3 		$130K Buy
2,026
+318
+19% +$23.3K 0.03% 368
2022
Q2 		$120K Buy
1,708
+288
+20% +$21.2K 0.03% 335
2022
Q1 		$109K Sell
1,420
-119
-8% -$9.51K 0.03% 320
2021
Q4 		$134K Buy
+1,539
New +$129K 0.04% 270

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

EverSource Wealth Advisors's OTIS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Otis Worldwide (OTIS) stake by 41% in Q2 2026, buying an estimated $79.9K and bringing the position to 3,688 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #869.

EverSource Wealth Advisors first reported a position in OTIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $447K in Q2 2025. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • EverSource Wealth Advisors held 3,688 shares of Otis Worldwide worth $264K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,070 Otis Worldwide shares in Q2 2026, an estimated $79.9K.
  • Otis Worldwide made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #869 holding.
  • EverSource Wealth Advisors first reported a position in Otis Worldwide in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Otis Worldwide position peaked at $447K in Q2 2025.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.