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Graybill Wealth Management’s Otis Worldwide OTIS Stock Holding History

Graybill Wealth 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 		$4.38M Buy
61,117
+349
+0.6% +$26.1K 1.18% 41
2026
Q1 		$4.68M Buy
60,768
+1,817
+3% +$159K 1.43% 36
2025
Q4 		$5.15M Buy
58,951
+3,138
+6% +$281K 1.52% 30
2025
Q3 		$5.1M Buy
55,813
+802
+1% +$72.8K 1.57% 29
2025
Q2 		$5.45M Buy
55,011
+1,179
+2% +$114K 1.78% 26
2025
Q1 		$5.56M Buy
+53,832
New +$5.26M 1.91% 23
2024
Q3 		$5.6M Sell
53,889
-325
-0.6% -$31K 2.08% 21
2024
Q2 		$5.22M Buy
54,214
+690
+1% +$66.5K 2.12% 22
2024
Q1 		$5.31M Buy
53,524
+20
+0% +$1.85K 2.24% 19
2023
Q4 		$4.79M Sell
53,504
-997
-2% -$82.9K 2.12% 21
2023
Q3 		$4.38M Buy
54,501
+658
+1% +$56.3K 2.14% 20
2023
Q2 		$4.79M Buy
53,843
+966
+2% +$81.4K 2.28% 18
2023
Q1 		$4.46M Sell
52,877
-946
-2% -$78.3K 2.27% 16
2022
Q4 		$4.21M Buy
53,823
+216
+0.4% +$15.9K 2.28% 17
2022
Q3 		$3.42M Sell
53,607
-210
-0.4% -$15.4K 2.03% 23
2022
Q2 		$3.8M Sell
53,817
-1,383
-3% -$102K 2.11% 21
2022
Q1 		$4.25M Buy
55,200
+983
+2% +$78.6K 2.07% 18
2021
Q4 		$4.72M Buy
54,217
+571
+1% +$47.8K 2.14% 18
2021
Q3 		$4.41M Sell
53,646
-174
-0.3% -$15.3K 2.17% 18
2021
Q2 		$4.4M Sell
53,820
-286
-0.5% -$22K 2.17% 18
2021
Q1 		$3.7M Buy
54,106
+966
+2% +$63.1K 1.96% 26
2020
Q4 		$3.59M Buy
53,140
+20
+0% +$1.3K 2.03% 24
2020
Q3 		$3.32M Buy
53,120
+61
+0.1% +$3.73K 2.16% 20
2020
Q2 		$3.02M Buy
+53,059
New +$2.75M 2.22% 23

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

Graybill Wealth Management's OTIS Position: Q2 2026 in Review

Graybill Wealth Management increased its Otis Worldwide (OTIS) stake by 0.57% in Q2 2026, buying an estimated $26.1K and bringing the position to 61,117 shares worth $4.38M. The position accounts for 1.18% of the portfolio, ranked #41.

Graybill Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.6M in Q3 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Graybill Wealth Management held 61,117 shares of Otis Worldwide worth $4.38M as of Q2 2026.
  • Graybill Wealth Management bought 349 Otis Worldwide shares in Q2 2026, an estimated $26.1K.
  • Otis Worldwide made up 1.18% of Graybill Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Graybill Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Graybill Wealth Management's Otis Worldwide position peaked at $5.6M in Q3 2024.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Graybill Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.