EPW
OTIS icon

Evolve Private Wealth’s Otis Worldwide OTIS Stock Holding History

Evolve Private Wealth’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 		$323K Buy
+4,510
New +$337K 0.02% 690
2026
Q1 		– Sell
-4,594
Closed -$401K – 1041
2025
Q4 		$401K Buy
+4,594
New +$411K 0.02% 620

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's OTIS Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in Otis Worldwide (OTIS) in Q2 2026: 4,510 shares worth $323K. The stake represents 0.02% of the portfolio and ranks #690 among its holdings. This is a return to the name: Evolve Private Wealth previously reported a position in OTIS as recently as Q4 2025.

Evolve Private Wealth first reported a position in OTIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $401K in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Evolve Private Wealth held 4,510 shares of Otis Worldwide worth $323K as of Q2 2026.
  • Otis Worldwide was a new Evolve Private Wealth position in Q2 2026.
  • Otis Worldwide made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #690 holding.
  • Evolve Private Wealth first reported a position in Otis Worldwide in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Otis Worldwide position peaked at $401K in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.