Focus Partners Wealth
OTIS icon

Focus Partners Wealth’s Otis Worldwide OTIS Stock Holding History

Focus Partners Wealth’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 		$10.1M Sell
140,388
-27,060
-16% -$2.02M 0.01% 716
2026
Q1 		$12.9M Buy
167,448
+50,705
+43% +$4.44M 0.01% 637
2025
Q4 		$10.2M Buy
116,743
+58,524
+101% +$5.24M 0.01% 688
2025
Q3 		$5.32M Buy
58,219
+20,135
+53% +$1.83M 0.01% 727
2025
Q2 		$3.77M Buy
38,084
+2,117
+6% +$204K 0.01% 757
2025
Q1 		$3.71M Buy
35,967
+1,581
+5% +$154K 0.01% 710
2024
Q4 		$3.18M Buy
34,386
+11,615
+51% +$1.16M 0.01% 736
2024
Q3 		$2.37M Sell
22,771
-2,026
-8% -$193K 0.01% 737
2024
Q2 		$2.39M Buy
24,797
+5,330
+27% +$514K 0.01% 625
2024
Q1 		$1.93M Buy
19,467
+4,339
+29% +$401K 0.02% 489
2023
Q4 		$1.35M Buy
+15,128
New +$1.26M 0.02% 403

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Focus Partners Wealth's OTIS Position: Q2 2026 in Review

Focus Partners Wealth reduced its Otis Worldwide (OTIS) stake by 16% in Q2 2026, selling an estimated $2.02M and leaving 140,388 shares worth $10.1M. The position accounts for 0.01% of the portfolio, ranked #716.

Focus Partners Wealth first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.9M in Q1 2026. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Focus Partners Wealth held 140,388 shares of Otis Worldwide worth $10.1M as of Q2 2026.
  • Focus Partners Wealth sold 27,060 Otis Worldwide shares in Q2 2026, an estimated $2.02M.
  • Otis Worldwide made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #716 holding.
  • Focus Partners Wealth first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Otis Worldwide position peaked at $12.9M in Q1 2026.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.