GFA
OTIS icon

Godfrey Financial Associates’s Otis Worldwide OTIS Stock Holding History

Godfrey Financial Associates’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 		$1.5K Hold
21
– – ﹤0.01% 733
2026
Q1 		$1.62K Hold
21
– – ﹤0.01% 693
2025
Q4 		$1.83K Buy
+21
New +$1.88K ﹤0.01% 648

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 $3.38T AUM 44.17% 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

Godfrey Financial Associates's OTIS Position: Q2 2026 in Review

Godfrey Financial Associates held its Otis Worldwide (OTIS) position steady in Q2 2026 at 21 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Godfrey Financial Associates first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.83K in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Godfrey Financial Associates held 21 shares of Otis Worldwide worth $1.5K as of Q2 2026.
  • Godfrey Financial Associates left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #733 holding.
  • Godfrey Financial Associates first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Otis Worldwide position peaked at $1.83K in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.