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Founders Financial Securities’s Otis Worldwide OTIS Stock Holding History

Founders Financial Securities’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 		$2.87M Buy
40,016
+26,092
+187% +$1.95M 0.15% 142
2026
Q1 		$1.13M Buy
13,924
+10,794
+345% +$944K 0.06% 273
2025
Q4 		$273K Buy
3,130
+148
+5% +$13.2K 0.02% 492
2025
Q3 		$273K Sell
2,982
-125
-4% -$11.3K 0.02% 437
2025
Q2 		$308K Buy
3,107
+15
+0.5% +$1.45K 0.02% 411
2025
Q1 		$290K Buy
3,092
+125
+4% +$12.2K 0.02% 399
2024
Q4 		$275K Buy
2,967
+231
+8% +$23.2K 0.02% 388
2024
Q3 		$284K Sell
2,736
-130
-5% -$12.4K 0.03% 375
2024
Q2 		$276K Sell
2,866
-12
-0.4% -$1.16K 0.03% 360
2024
Q1 		$286K Hold
2,878
– – 0.03% 328
2023
Q4 		$257K Buy
2,878
+201
+8% +$16.7K 0.03% 324
2023
Q3 		$215K Buy
+2,677
New +$229K 0.03% 300
2022
Q4 		– Sell
-4,025
Closed -$257K – 333
2022
Q3 		$257K Buy
4,025
+233
+6% +$17K 0.05% 251
2022
Q2 		$268K Buy
3,792
+296
+8% +$21.8K 0.05% 209
2022
Q1 		$269K Buy
3,496
+231
+7% +$18.5K 0.05% 227
2021
Q4 		$284K Buy
3,265
+181
+6% +$15.2K 0.05% 217
2021
Q3 		$254K Buy
3,084
+70
+2% +$6.16K 0.05% 227
2021
Q2 		$246K Buy
+3,014
New +$232K 0.05% 256

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

Founders Financial Securities's OTIS Position: Q2 2026 in Review

Founders Financial Securities increased its Otis Worldwide (OTIS) stake by 187% in Q2 2026, buying an estimated $1.95M and bringing the position to 40,016 shares worth $2.87M. The position accounts for 0.15% of the portfolio, ranked #142.

Founders Financial Securities first reported a position in OTIS in Q2 2021 and has held it in 18 quarters since. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Founders Financial Securities held 40,016 shares of Otis Worldwide worth $2.87M as of Q2 2026.
  • Founders Financial Securities bought 26,092 Otis Worldwide shares in Q2 2026, an estimated $1.95M.
  • Otis Worldwide made up 0.15% of Founders Financial Securities's portfolio in Q2 2026, its #142 holding.
  • Founders Financial Securities first reported a position in Otis Worldwide in Q2 2021 and has held it in 18 quarters since.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.