First Western Trust Bank’s Otis Worldwide OTIS Stock Holding History

First Western Trust Bank’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	$274K	Hold	3,826	–	–	0.01%	184
2026 Q1	$295K	Hold	3,826	–	–	0.01%	173
2025 Q4	$334K	Sell	3,826 -1,116	-23%	-$99.8K	0.02%	156
2025 Q3	$452K	Sell	4,942 -16	-0.3%	-$1.45K	0.02%	128
2025 Q2	$491K	Hold	4,958	–	–	0.02%	117
2025 Q1	$512K	Buy	4,958 +8	+0.2%	+$782	0.02%	115
2024 Q4	$458K	Buy	4,950 +1,180	+31%	+$118K	0.02%	125
2024 Q3	$392K	Sell	3,770 -5	-0.1%	-$476	0.02%	143
2024 Q2	$363K	Sell	3,775 -125	-3%	-$12K	0.02%	139
2024 Q1	$387K	Sell	3,900 -37	-0.9%	-$3.42K	0.02%	142
2023 Q4	$352K	Sell	3,937 -150	-4%	-$12.5K	0.02%	151
2023 Q3	$328K	Sell	4,087 -172	-4%	-$14.7K	0.02%	141
2023 Q2	$379K	Sell	4,259 -2	-0%	-$168	0.02%	140
2023 Q1	$360K	Buy	4,261 +5	+0.1%	+$414	0.02%	146
2022 Q4	$333K	Buy	4,256 +13	+0.3%	+$960	0.02%	146
2022 Q3	$271K	Hold	4,243	–	–	0.02%	147
2022 Q2	$296K	Sell	4,243 -1	-0%	-$74	0.02%	142
2022 Q1	$330K	Buy	+4,244	New	+$339K	0.02%	151

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

First Western Trust Bank's OTIS Position: Q2 2026 in Review

First Western Trust Bank held its Otis Worldwide (OTIS) position steady in Q2 2026 at 3,826 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #184.

First Western Trust Bank first reported a position in OTIS in Q1 2022 and has held it in 18 quarters since. The position peaked at $512K in Q1 2025. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

First Western Trust Bank held 3,826 shares of Otis Worldwide worth $274K as of Q2 2026.
First Western Trust Bank left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.01% of First Western Trust Bank's portfolio in Q2 2026, its #184 holding.
First Western Trust Bank first reported a position in Otis Worldwide in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's Otis Worldwide position peaked at $512K in Q1 2025.
1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.