First Command Advisory Services’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$81.1K Buy
1,132
+557
+97% +$41.6K ﹤0.01% 347
2026
Q1
$44.3K Buy
575
+90
+19% +$7.87K ﹤0.01% 371
2025
Q4
$42.4K Buy
485
+37
+8% +$3.31K ﹤0.01% 329
2025
Q3
$41K Hold
448
﹤0.01% 326
2025
Q2
$44.4K Hold
448
﹤0.01% 297
2025
Q1
$46.2K Hold
448
﹤0.01% 284
2024
Q4
$41.5K Hold
448
﹤0.01% 299
2024
Q3
$46.6K Hold
448
﹤0.01% 288
2024
Q2
$43.1K Sell
448
-47
-9% -$4.53K ﹤0.01% 280
2024
Q1
$49.1K Buy
495
+47
+10% +$4.34K ﹤0.01% 258
2023
Q4
$40.1K Hold
448
﹤0.01% 262
2023
Q3
$36K Buy
+448
New +$38.3K ﹤0.01% 263

Other funds holding OTIS

First Command Advisory Services's OTIS Position: Q2 2026 in Review

First Command Advisory Services increased its Otis Worldwide (OTIS) stake by 97% in Q2 2026, buying an estimated $41.6K and bringing the position to 1,132 shares worth $81.1K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

First Command Advisory Services first reported a position in OTIS in Q3 2023 and has held it in 12 quarters since. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • First Command Advisory Services held 1,132 shares of Otis Worldwide worth $81.1K as of Q2 2026.
  • First Command Advisory Services bought 557 Otis Worldwide shares in Q2 2026, an estimated $41.6K.
  • Otis Worldwide made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #347 holding.
  • First Command Advisory Services first reported a position in Otis Worldwide in Q3 2023 and has held it in 12 quarters since.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.