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GeoWealth Management’s Otis Worldwide OTIS Stock Holding History

GeoWealth Management’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 		$265K Buy
+3,700
New +$276K 0.01% 698
2025
Q3 		– Sell
-1,033
Closed -$102K – 1081
2025
Q2 		$102K Buy
1,033
+605
+141% +$58.4K ﹤0.01% 807
2025
Q1 		$44.2K Sell
428
-995
-70% -$97.2K ﹤0.01% 908
2024
Q4 		$132K Sell
1,423
-228
-14% -$22.9K ﹤0.01% 895
2024
Q3 		$172K Sell
1,651
-169
-9% -$16.1K 0.01% 757
2024
Q2 		$175K Buy
1,820
+376
+26% +$36.2K 0.01% 713
2024
Q1 		$143K Buy
+1,444
New +$133K 0.01% 742

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

GeoWealth Management's OTIS Position: Q2 2026 in Review

GeoWealth Management opened a new position in Otis Worldwide (OTIS) in Q2 2026: 3,700 shares worth $265K. The stake represents 0.01% of the portfolio and ranks #698 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in OTIS as recently as Q2 2025.

GeoWealth Management first reported a position in OTIS in Q1 2024 and has held it in 7 quarters since. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • GeoWealth Management held 3,700 shares of Otis Worldwide worth $265K as of Q2 2026.
  • Otis Worldwide was a new GeoWealth Management position in Q2 2026.
  • Otis Worldwide made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #698 holding.
  • GeoWealth Management first reported a position in Otis Worldwide in Q1 2024 and has held it in 7 quarters since.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.