Hazlett, Burt & Watson’s Otis Worldwide OTIS Stock Holding History

Hazlett, Burt & Watson’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	$214K	Hold	3,000	–	–	0.06%	256
2026 Q1	$231K	Sell	3,000 -12	-0.4%	-$1.05K	0.07%	228
2025 Q4	$263K	Hold	3,012	–	–	0.08%	209
2025 Q3	$275K	Buy	3,012 +12	+0.4%	+$1.09K	0.1%	185
2025 Q2	$297K	Hold	3,000	–	–	0.12%	158
2025 Q1	$309K	Sell	3,000 -145	-5%	-$14.2K	0.14%	143
2024 Q4	$291K	Buy	3,145 +9	+0.3%	+$903	0.13%	157
2024 Q3	$327K	Buy	3,136 +1,201	+62%	+$114K	0.15%	147
2024 Q2	$186K	Buy	1,935 +800	+70%	+$77.1K	0.1%	191
2024 Q1	$112K	Buy	1,135 +1	+0.1%	+$92	0.07%	233
2023 Q4	$101K	Hold	1,134	–	–	0.07%	221
2023 Q3	$90K	Buy	1,134 +1	+0.1%	+$86	0.07%	229
2023 Q2	$101K	Buy	1,133 +142	+14%	+$12K	0.08%	209
2023 Q1	$83K	Hold	991	–	–	0.07%	216
2022 Q4	$78K	Hold	991	–	–	0.07%	218
2022 Q3	$63K	Sell	991 -20	-2%	-$1.46K	0.06%	240
2022 Q2	$71K	Hold	1,011	–	–	0.07%	233
2022 Q1	$78K	Buy	+1,011	New	+$80.8K	0.06%	238

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

Hazlett, Burt & Watson's OTIS Position: Q2 2026 in Review

Hazlett, Burt & Watson held its Otis Worldwide (OTIS) position steady in Q2 2026 at 3,000 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #256.

Hazlett, Burt & Watson first reported a position in OTIS in Q1 2022 and has held it in 18 quarters since. The position peaked at $327K in Q3 2024. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Hazlett, Burt & Watson held 3,000 shares of Otis Worldwide worth $214K as of Q2 2026.
Hazlett, Burt & Watson left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.06% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #256 holding.
Hazlett, Burt & Watson first reported a position in Otis Worldwide in Q1 2022 and has held it in 18 quarters since.
Hazlett, Burt & Watson's Otis Worldwide position peaked at $327K in Q3 2024.
1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.