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Golden State Equity Partners’s Otis Worldwide OTIS Stock Holding History

Golden State Equity 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
-226
Closed -$17.4K – 1304
2026
Q1 		$17.4K Buy
+226
New +$19.8K ﹤0.01% 1131
2024
Q4 		– Sell
-295
Closed -$30.7K – 740
2024
Q3 		$30.7K Buy
+295
New +$28.1K ﹤0.01% 601

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

Golden State Equity Partners's OTIS Position: Q2 2026 in Review

Golden State Equity Partners sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 226 shares — an estimated $17.4K sold.

Golden State Equity Partners first reported a position in OTIS in Q3 2024 and held it in 2 quarters. The position peaked at $30.7K in Q3 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Golden State Equity Partners reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 226 Otis Worldwide shares in Q2 2026, an estimated $17.4K.
  • Golden State Equity Partners first reported a position in Otis Worldwide in Q3 2024 and held it in 2 quarters.
  • Golden State Equity Partners's Otis Worldwide position peaked at $30.7K in Q3 2024.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.