Financial Freedom LLC’s Otis Worldwide OTIS Stock Holding History

Financial Freedom LLC’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	–	Sell	-28	Closed	-$2.19K	–	307
2026 Q1	$2.19K	Hold	28	–	–	﹤0.01%	391
2025 Q4	$2.47K	Hold	28	–	–	﹤0.01%	311
2025 Q3	$2.57K	Hold	28	–	–	﹤0.01%	329
2025 Q2	$2.77K	Hold	28	–	–	﹤0.01%	324
2025 Q1	$2.88K	Hold	28	–	–	﹤0.01%	332
2024 Q4	$2.57K	Hold	28	–	–	﹤0.01%	333
2024 Q3	$2.88K	Hold	28	–	–	﹤0.01%	326
2024 Q2	$2.65K	Buy	28 +1	+4%	+$96	﹤0.01%	334
2024 Q1	$2.73K	Hold	27	–	–	﹤0.01%	326
2023 Q4	$2.45K	Hold	27	–	–	﹤0.01%	327
2023 Q3	$2.19K	Hold	27	–	–	﹤0.01%	339
2023 Q2	$2.42K	Hold	27	–	–	﹤0.01%	349
2023 Q1	$2.28K	Hold	27	–	–	﹤0.01%	350
2022 Q4	$2.11K	Buy	+27	New	+$1.99K	﹤0.01%	351

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

Financial Freedom LLC's OTIS Position: Q2 2026 in Review

Financial Freedom LLC sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 28 shares — an estimated $2.19K sold.

Financial Freedom LLC first reported a position in OTIS in Q4 2022 and held it in 14 quarters. The position peaked at $2.88K in Q1 2025. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Financial Freedom LLC reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 28 Otis Worldwide shares in Q2 2026, an estimated $2.19K.
Financial Freedom LLC first reported a position in Otis Worldwide in Q4 2022 and held it in 14 quarters.
Financial Freedom LLC's Otis Worldwide position peaked at $2.88K in Q1 2025.
1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.