Financial Perspectives’s Otis Worldwide OTIS Stock Holding History

Financial Perspectives’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	$12.9K	Hold	180	–	–	﹤0.01%	519
2026 Q1	$13.9K	Hold	180	–	–	﹤0.01%	500
2025 Q4	$15.7K	Hold	180	–	–	﹤0.01%	470
2025 Q3	$16.5K	Hold	180	–	–	﹤0.01%	456
2025 Q2	$17.8K	Hold	180	–	–	0.01%	437
2025 Q1	$18.6K	Hold	180	–	–	0.01%	423
2024 Q4	$16.7K	Hold	180	–	–	0.01%	438
2024 Q3	$18.7K	Hold	180	–	–	0.01%	397
2024 Q2	$17.3K	Hold	180	–	–	0.01%	399
2024 Q1	$17.9K	Hold	180	–	–	0.01%	394
2023 Q4	$16.1K	Hold	180	–	–	0.01%	405
2023 Q3	$14.5K	Hold	180	–	–	0.01%	400
2023 Q2	$16K	Hold	180	–	–	0.01%	390
2023 Q1	$15.2K	Hold	180	–	–	0.01%	398
2022 Q4	$14.1K	Hold	180	–	–	0.01%	398
2022 Q3	$11.5K	Hold	180	–	–	0.01%	418
2022 Q2	$12.7K	Hold	180	–	–	0.01%	412
2022 Q1	$13.9K	Hold	180	–	–	0.01%	418
2021 Q4	$15.7K	Hold	180	–	–	0.01%	388
2021 Q3	$14.8K	Sell	180 -14	-7%	-$1.23K	0.01%	394
2021 Q2	$15.9K	Hold	194	–	–	0.01%	406
2021 Q1	$13.3K	Hold	194	–	–	0.01%	411
2020 Q4	$13.1K	Buy	194 +14	+8%	+$908	0.01%	377
2020 Q3	$11.2K	Hold	180	–	–	0.01%	358
2020 Q2	$10.2K	Buy	+180	New	+$9.33K	0.01%	348

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 Perspectives's OTIS Position: Q2 2026 in Review

Financial Perspectives held its Otis Worldwide (OTIS) position steady in Q2 2026 at 180 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Financial Perspectives first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $18.7K in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Financial Perspectives held 180 shares of Otis Worldwide worth $12.9K as of Q2 2026.
Financial Perspectives left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #519 holding.
Financial Perspectives first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Financial Perspectives's Otis Worldwide position peaked at $18.7K in Q3 2024.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.