Greykasell Wealth Strategies’s Otis Worldwide OTIS Stock Holding History

Greykasell Wealth Strategies’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	-35	Closed	-$2.7K	–	540
2026 Q1	$2.7K	Buy	+35	New	+$3.06K	﹤0.01%	504

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Greykasell Wealth Strategies's OTIS Position: Q2 2026 in Review

Greykasell Wealth Strategies sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 35 shares — an estimated $2.7K sold.

Greykasell Wealth Strategies first reported a position in OTIS in Q1 2026 and held it in 1 quarter. The position peaked at $2.7K in Q1 2026. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Greykasell Wealth Strategies reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
Greykasell Wealth Strategies sold 35 Otis Worldwide shares in Q2 2026, an estimated $2.7K.
Greykasell Wealth Strategies first reported a position in Otis Worldwide in Q1 2026 and held it in 1 quarter.
Greykasell Wealth Strategies's Otis Worldwide position peaked at $2.7K in Q1 2026.
1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.