Frank Rimerman Advisors’s Otis Worldwide OTIS Stock Holding History

Frank Rimerman 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	–	Sell	-5,545	Closed	-$427K	–	640
2026 Q1	$427K	Sell	5,545 -2,005	-27%	-$175K	0.03%	413
2025 Q4	$659K	Buy	+7,550	New	+$675K	0.04%	316
2025 Q3	–	Sell	-4,185	Closed	-$414K	–	618
2025 Q2	$414K	Buy	4,185 +1,699	+68%	+$164K	0.03%	385
2025 Q1	$257K	Sell	2,486 -1,287	-34%	-$126K	0.02%	447
2024 Q4	$349K	Buy	+3,773	New	+$378K	0.03%	381

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

Frank Rimerman Advisors's OTIS Position: Q2 2026 in Review

Frank Rimerman Advisors sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 5,545 shares — an estimated $427K sold.

Frank Rimerman Advisors first reported a position in OTIS in Q4 2024 and held it in 5 quarters. The position peaked at $659K in Q4 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Frank Rimerman Advisors reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
Frank Rimerman Advisors sold 5,545 Otis Worldwide shares in Q2 2026, an estimated $427K.
Frank Rimerman Advisors first reported a position in Otis Worldwide in Q4 2024 and held it in 5 quarters.
Frank Rimerman Advisors's Otis Worldwide position peaked at $659K in Q4 2025.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.