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GSB Wealth Management’s Otis Worldwide OTIS Stock Holding History

GSB 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 		– Sell
-3,597
Closed -$277K – 252
2026
Q1 		$277K Sell
3,597
-6
-0.2% -$525 0.06% 191
2025
Q4 		$315K Buy
3,603
+14
+0.4% +$1.25K 0.07% 178
2025
Q3 		$328K Sell
3,589
-11
-0.3% -$999 0.07% 174
2025
Q2 		$356K Sell
3,600
-11
-0.3% -$1.06K 0.09% 173
2025
Q1 		$373K Buy
3,611
+23
+0.6% +$2.25K 0.1% 157
2024
Q4 		$332K Buy
3,588
+13
+0.4% +$1.3K 0.09% 169
2024
Q3 		$372K Buy
3,575
+4
+0.1% +$381 0.1% 160
2024
Q2 		$344K Sell
3,571
-13
-0.4% -$1.25K 0.09% 165
2024
Q1 		$356K Buy
3,584
+333
+10% +$30.8K 0.1% 161
2023
Q4 		$291K Buy
3,251
+3
+0.1% +$249 0.09% 169
2023
Q3 		$261K Buy
3,248
+19
+0.6% +$1.63K 0.09% 167
2023
Q2 		$287K Buy
+3,229
New +$272K 0.09% 169
2022
Q1 		– Sell
-2,450
Closed -$213K – 226
2021
Q4 		$213K Buy
+2,450
New +$205K 0.06% 221
2021
Q3 		– Sell
-2,580
Closed -$211K – 196
2021
Q2 		$211K Buy
+2,580
New +$199K 0.07% 216

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

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

GSB Wealth Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 3,597 shares — an estimated $277K sold.

GSB Wealth Management first reported a position in OTIS in Q2 2021 and held it in 14 quarters. The position peaked at $373K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • GSB Wealth Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • GSB Wealth Management sold 3,597 Otis Worldwide shares in Q2 2026, an estimated $277K.
  • GSB Wealth Management first reported a position in Otis Worldwide in Q2 2021 and held it in 14 quarters.
  • GSB Wealth Management's Otis Worldwide position peaked at $373K in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.