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Hantz Financial Services’s Otis Worldwide OTIS Stock Holding History

Hantz Financial Services’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 		$5.98M Buy
83,554
+53,855
+181% +$4.02M 0.08% 160
2026
Q1 		$2.29M Buy
29,699
+28,477
+2,330% +$2.49M 0.03% 306
2025
Q4 		$107K Sell
1,222
-276
-18% -$24.7K ﹤0.01% 1118
2025
Q3 		$137K Buy
1,498
+767
+105% +$69.6K ﹤0.01% 871
2025
Q2 		$72K Buy
731
+384
+111% +$37.1K ﹤0.01% 844
2025
Q1 		$36K Buy
347
+28
+9% +$2.73K ﹤0.01% 749
2024
Q4 		$30K Buy
319
+18
+6% +$1.8K ﹤0.01% 712
2024
Q3 		$31K Hold
301
– – ﹤0.01% 694
2024
Q2 		$29K Sell
301
-16
-5% -$1.54K ﹤0.01% 706
2024
Q1 		$31K Sell
317
-59
-16% -$5.45K ﹤0.01% 704
2023
Q4 		$34K Sell
376
-2
-0.5% -$166 ﹤0.01% 680
2023
Q3 		$30K Buy
378
+4
+1% +$342 ﹤0.01% 682
2023
Q2 		$33K Sell
374
-10
-3% -$842 ﹤0.01% 657
2023
Q1 		$32K Sell
384
-30
-7% -$2.48K ﹤0.01% 662
2022
Q4 		$32K Sell
414
-25,709
-98% -$1.9M ﹤0.01% 639
2022
Q3 		$1.67M Buy
26,123
+27
+0.1% +$1.98K 0.06% 290
2022
Q2 		$1.84M Buy
26,096
+304
+1% +$22.4K 0.06% 281
2022
Q1 		$1.99M Buy
25,792
+373
+1% +$29.8K 0.06% 286
2021
Q4 		$2.21M Sell
25,419
-821
-3% -$68.7K 0.06% 258
2021
Q3 		$2.16M Buy
26,240
+2,278
+10% +$200K 0.07% 243
2021
Q2 		$1.96M Buy
23,962
+1,274
+6% +$98.1K 0.07% 241
2021
Q1 		$1.55M Buy
22,688
+428
+2% +$28K 0.06% 249
2020
Q4 		$1.5M Buy
22,260
+16
+0.1% +$1.04K 0.07% 241
2020
Q3 		$1.39M Sell
22,244
-356
-2% -$21.8K 0.07% 232
2020
Q2 		$1.28M Buy
+22,600
New +$1.17M 0.07% 234

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

Hantz Financial Services's OTIS Position: Q2 2026 in Review

Hantz Financial Services increased its Otis Worldwide (OTIS) stake by 181% in Q2 2026, buying an estimated $4.02M and bringing the position to 83,554 shares worth $5.98M. The position accounts for 0.08% of the portfolio, ranked #160.

Hantz Financial Services first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Hantz Financial Services held 83,554 shares of Otis Worldwide worth $5.98M as of Q2 2026.
  • Hantz Financial Services bought 53,855 Otis Worldwide shares in Q2 2026, an estimated $4.02M.
  • Otis Worldwide made up 0.08% of Hantz Financial Services's portfolio in Q2 2026, its #160 holding.
  • Hantz Financial Services first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.