Focus Partners Advisor Solutions’s Otis Worldwide OTIS Stock Holding History

Focus Partners Advisor Solutions’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	$504K	Buy	7,034 +4,370	+164%	+$326K	﹤0.01%	815
2026 Q1	$205K	Sell	2,664 -4,552	-63%	-$398K	﹤0.01%	1150
2025 Q4	$630K	Sell	7,216 -3,140	-30%	-$281K	0.01%	642
2025 Q3	$939K	Buy	10,356 +7,816	+308%	+$710K	0.01%	550
2025 Q2	$251K	Buy	+2,540	New	+$245K	﹤0.01%	937
2024 Q4	–	Sell	-2,222	Closed	-$231K	–	847
2024 Q3	$231K	Buy	2,222 +7	+0.3%	+$667	﹤0.01%	674
2024 Q2	$213K	Buy	2,215 +178	+9%	+$17.2K	0.01%	591
2024 Q1	$202K	Buy	+2,037	New	+$188K	0.01%	582

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

Focus Partners Advisor Solutions's OTIS Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Otis Worldwide (OTIS) stake by 164% in Q2 2026, buying an estimated $326K and bringing the position to 7,034 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Focus Partners Advisor Solutions first reported a position in OTIS in Q1 2024 and has held it in 8 quarters since. The position peaked at $939K in Q3 2025. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Focus Partners Advisor Solutions held 7,034 shares of Otis Worldwide worth $504K as of Q2 2026.
Focus Partners Advisor Solutions bought 4,370 Otis Worldwide shares in Q2 2026, an estimated $326K.
Otis Worldwide made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #815 holding.
Focus Partners Advisor Solutions first reported a position in Otis Worldwide in Q1 2024 and has held it in 8 quarters since.
Focus Partners Advisor Solutions's Otis Worldwide position peaked at $939K in Q3 2025.
1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.