GVAG
OTIS icon

Great Valley Advisor Group’s Otis Worldwide OTIS Stock Holding History

Great Valley Advisor Group’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 		$1.15M Buy
15,992
+13,234
+480% +$989K 0.02% 518
2026
Q1 		$213K Buy
2,758
+237
+9% +$20.7K ﹤0.01% 938
2025
Q4 		$220K Sell
2,521
-6
-0.2% -$537 ﹤0.01% 867
2025
Q3 		$231K Buy
2,527
+26
+1% +$2.36K ﹤0.01% 849
2025
Q2 		$248K Sell
2,501
-85
-3% -$8.21K 0.01% 798
2025
Q1 		$267K Sell
2,586
-274
-10% -$26.8K 0.01% 760
2024
Q4 		$265K Buy
2,860
+126
+5% +$12.6K 0.01% 728
2024
Q3 		$284K Buy
2,734
+54
+2% +$5.14K 0.01% 700
2024
Q2 		$258K Sell
2,680
-73
-3% -$7.04K 0.01% 681
2024
Q1 		$273K Sell
2,753
-434
-14% -$40.1K 0.01% 631
2023
Q4 		$285K Buy
3,187
+224
+8% +$18.6K 0.01% 593
2023
Q3 		$238K Sell
2,963
-322
-10% -$27.5K 0.01% 588
2023
Q2 		$292K Sell
3,285
-241
-7% -$20.3K 0.01% 563
2023
Q1 		$298K Buy
3,526
+1
+0% +$83 0.01% 547
2022
Q4 		$276K Buy
3,525
+128
+4% +$9.45K 0.01% 562
2022
Q3 		$217K Sell
3,397
-246
-7% -$18K 0.01% 612
2022
Q2 		$257K Buy
+3,643
New +$268K 0.01% 580

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

Great Valley Advisor Group's OTIS Position: Q2 2026 in Review

Great Valley Advisor Group increased its Otis Worldwide (OTIS) stake by 480% in Q2 2026, buying an estimated $989K and bringing the position to 15,992 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #518.

Great Valley Advisor Group first reported a position in OTIS in Q2 2022 and has held it in 17 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Great Valley Advisor Group held 15,992 shares of Otis Worldwide worth $1.15M as of Q2 2026.
  • Great Valley Advisor Group bought 13,234 Otis Worldwide shares in Q2 2026, an estimated $989K.
  • Otis Worldwide made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #518 holding.
  • Great Valley Advisor Group first reported a position in Otis Worldwide in Q2 2022 and has held it in 17 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.