Gateway Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Gateway Wealth Partners’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	-5,151	Closed	-$397K	–	894
2026 Q1	$397K	Buy	+5,151	New	+$451K	0.02%	650
2025 Q3	–	Sell	-5,241	Closed	-$519K	–	418
2025 Q2	$519K	Buy	5,241 +1	+0%	+$97	0.1%	196
2025 Q1	$541K	Hold	5,240	–	–	0.12%	175
2024 Q4	$485K	Buy	+5,240	New	+$525K	0.13%	169
2023 Q3	–	Sell	-2,301	Closed	-$205K	–	268
2023 Q2	$205K	Buy	+2,301	New	+$194K	0.04%	232

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 $3.38T AUM 44.17% 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

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

Gateway Wealth Partners sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 5,151 shares — an estimated $397K sold.

Gateway Wealth Partners first reported a position in OTIS in Q2 2023 and held it in 5 quarters. The position peaked at $541K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Gateway Wealth Partners reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
Gateway Wealth Partners sold 5,151 Otis Worldwide shares in Q2 2026, an estimated $397K.
Gateway Wealth Partners first reported a position in Otis Worldwide in Q2 2023 and held it in 5 quarters.
Gateway Wealth Partners's Otis Worldwide position peaked at $541K in Q1 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.