Financial Network Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Financial Network 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	$29K	Buy	405 +5	+1%	+$373	0.03%	365
2026 Q1	$30.8K	Sell	400 -14	-3%	-$1.23K	0.03%	337
2025 Q4	$36.2K	Hold	414	–	–	0.04%	313
2025 Q3	$37.9K	Hold	414	–	–	0.04%	304
2025 Q2	$41K	Hold	414	–	–	0.05%	279
2025 Q1	$42.7K	Buy	414 +14	+4%	+$1.37K	0.06%	265
2024 Q4	$37K	Sell	400 -8	-2%	-$802	0.07%	215
2024 Q3	$42.4K	Buy	408 +8	+2%	+$762	0.04%	297
2024 Q2	$38.5K	Buy	+400	New	+$38.5K	0.03%	333

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

Financial Network Wealth Advisors increased its Otis Worldwide (OTIS) stake by 1.3% in Q2 2026, buying an estimated $373 and bringing the position to 405 shares worth $29K. The position accounts for 0.03% of the portfolio, ranked #365.

Financial Network Wealth Advisors first reported a position in OTIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $42.7K in Q1 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Financial Network Wealth Advisors held 405 shares of Otis Worldwide worth $29K as of Q2 2026.
Financial Network Wealth Advisors bought 5 Otis Worldwide shares in Q2 2026, an estimated $373.
Otis Worldwide made up 0.03% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #365 holding.
Financial Network Wealth Advisors first reported a position in Otis Worldwide in Q2 2024 and has held it in 9 quarters since.
Financial Network Wealth Advisors's Otis Worldwide position peaked at $42.7K in Q1 2025.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.