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Front Row Advisors’s Otis Worldwide OTIS Stock Holding History

Front Row 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 		$2.19K Sell
30
-50
-63% -$3.73K ﹤0.01% 504
2026
Q1 		$6.17K Hold
80
– – ﹤0.01% 435
2025
Q4 		$6.99K Hold
80
– – ﹤0.01% 416
2025
Q3 		$7.31K Hold
80
– – ﹤0.01% 418
2025
Q2 		$7.92K Hold
80
– – ﹤0.01% 397
2025
Q1 		$8.26K Hold
80
– – ﹤0.01% 376
2024
Q4 		$7.41K Hold
80
– – ﹤0.01% 384
2024
Q3 		$8.31K Sell
80
-174
-69% -$16.6K ﹤0.01% 378
2024
Q2 		$24.4K Hold
254
– – 0.01% 372
2024
Q1 		$25.2K Buy
254
+174
+218% +$16.1K 0.01% 361
2023
Q4 		$7.16K Sell
80
-268
-77% -$22.3K ﹤0.01% 356
2023
Q3 		$27.9K Sell
348
-3
-0.9% -$257 0.01% 313
2023
Q2 		$31K Sell
351
-1
-0.3% -$84 0.01% 304
2023
Q1 		$30K Sell
352
-20
-5% -$1.66K 0.01% 309
2022
Q4 		$29K Sell
372
-36
-9% -$2.66K 0.02% 308
2022
Q3 		$26K Hold
408
– – 0.01% 326
2022
Q2 		$29K Sell
408
-5
-1% -$368 0.01% 308
2022
Q1 		$32K Buy
413
+14
+4% +$1.12K 0.01% 320
2021
Q4 		$35K Buy
399
+21
+6% +$1.76K 0.01% 314
2021
Q3 		$31K Hold
378
– – 0.01% 329
2021
Q2 		$34K Sell
378
-3
-0.8% -$231 0.01% 314
2021
Q1 		$26K Buy
381
+71
+23% +$4.64K 0.01% 358
2020
Q4 		$21K Hold
310
– – 0.01% 379
2020
Q3 		$21K Buy
310
+34
+12% +$2.08K 0.01% 374
2020
Q2 		$16K Buy
+276
New +$14.3K 0.01% 378

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

Front Row Advisors's OTIS Position: Q2 2026 in Review

Front Row Advisors reduced its Otis Worldwide (OTIS) stake by 63% in Q2 2026, selling an estimated $3.73K and leaving 30 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Front Row Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $35K in Q4 2021. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Front Row Advisors held 30 shares of Otis Worldwide worth $2.19K as of Q2 2026.
  • Front Row Advisors sold 50 Otis Worldwide shares in Q2 2026, an estimated $3.73K.
  • Otis Worldwide made up ﹤0.01% of Front Row Advisors's portfolio in Q2 2026, its #504 holding.
  • Front Row Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Front Row Advisors's Otis Worldwide position peaked at $35K in Q4 2021.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Front Row Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.