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Financial Gravity Companies’s Otis Worldwide OTIS Stock Holding History

Financial Gravity Companies’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 		$5.01K Buy
+70
New +$5.23K ﹤0.01% 677
2025
Q2 		$6.93K Buy
+70
New +$6.76K ﹤0.01% 639
2024
Q4 		$6.48K Buy
70
+22
+46% +$2.21K ﹤0.01% 647
2024
Q3 		$4.99K Buy
+48
New +$4.57K ﹤0.01% 434

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

Financial Gravity Companies's OTIS Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Otis Worldwide (OTIS) in Q2 2026: 70 shares worth $5.01K. The stake represents ﹤0.01% of the portfolio and ranks #677 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in OTIS as recently as Q2 2025.

Financial Gravity Companies first reported a position in OTIS in Q3 2024 and has held it in 4 quarters since. The position peaked at $6.93K in Q2 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Financial Gravity Companies held 70 shares of Otis Worldwide worth $5.01K as of Q2 2026.
  • Otis Worldwide was a new Financial Gravity Companies position in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #677 holding.
  • Financial Gravity Companies first reported a position in Otis Worldwide in Q3 2024 and has held it in 4 quarters since.
  • Financial Gravity Companies's Otis Worldwide position peaked at $6.93K in Q2 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.