FMWA
OTIS icon

Forvis Mazars Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Forvis Mazars Wealth Advisors’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 		$578K Sell
8,070
-1,676
-17% -$125K 0.01% 287
2026
Q1 		$751K Sell
9,746
-88
-0.9% -$7.7K 0.01% 238
2025
Q4 		$859K Hold
9,834
– – 0.02% 222
2025
Q3 		$899K Sell
9,834
-3,840
-28% -$349K 0.02% 218
2025
Q2 		$1.35M Sell
13,674
-46
-0.3% -$4.44K 0.03% 184
2025
Q1 		$1.42M Buy
13,720
+1,023
+8% +$99.9K 0.03% 177
2024
Q4 		$1.18M Sell
12,697
-1,935
-13% -$194K 0.03% 206
2024
Q3 		$1.52M Sell
14,632
-1,194
-8% -$114K 0.04% 186
2024
Q2 		$1.52M Sell
15,826
-2,200
-12% -$212K 0.04% 180
2024
Q1 		$1.79M Buy
18,026
+8,779
+95% +$811K 0.05% 170
2023
Q4 		$827K Sell
9,247
-295
-3% -$24.5K 0.02% 223
2023
Q3 		$766K Sell
9,542
-1,003
-10% -$85.8K 0.02% 223
2023
Q2 		$939K Buy
10,545
+4,048
+62% +$341K 0.03% 223
2023
Q1 		$548K Sell
6,497
-592
-8% -$49K 0.02% 257
2022
Q4 		$555K Hold
7,089
– – 0.02% 249
2022
Q3 		$453K Sell
7,089
-206
-3% -$15.1K 0.02% 264
2022
Q2 		$515K Buy
7,295
+2,510
+52% +$185K 0.02% 247
2022
Q1 		$368K Sell
4,785
-48
-1% -$3.84K 0.02% 216
2021
Q4 		$421K Sell
4,833
-354
-7% -$29.6K 0.02% 196
2021
Q3 		$427K Buy
+5,187
New +$456K 0.02% 190
2020
Q4 		– Sell
-3,620
Closed -$226K – 358
2020
Q3 		$226K Sell
3,620
-1,403
-28% -$85.8K 0.01% 301
2020
Q2 		$286K Buy
+5,023
New +$260K 0.02% 255

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 $3.37T AUM 44.26% 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

Forvis Mazars Wealth Advisors's OTIS Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Otis Worldwide (OTIS) stake by 17% in Q2 2026, selling an estimated $125K and leaving 8,070 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #287.

Forvis Mazars Wealth Advisors first reported a position in OTIS in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.79M in Q1 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 8,070 shares of Otis Worldwide worth $578K as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 1,676 Otis Worldwide shares in Q2 2026, an estimated $125K.
  • Otis Worldwide made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #287 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 22 quarters since.
  • Forvis Mazars Wealth Advisors's Otis Worldwide position peaked at $1.79M in Q1 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.