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HBK Sorce Advisory’s Otis Worldwide OTIS Stock Holding History

HBK Sorce Advisory’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 		$273K Sell
3,735
-365
-9% -$27.3K 0.01% 528
2026
Q1 		$307K Sell
4,100
-157
-4% -$13.7K 0.01% 490
2025
Q4 		$382K Sell
4,257
-107
-2% -$9.57K 0.01% 425
2025
Q3 		$399K Buy
4,364
+934
+27% +$84.8K 0.01% 402
2025
Q2 		$340K Buy
3,430
+35
+1% +$3.38K 0.01% 429
2025
Q1 		$350K Sell
3,395
-427
-11% -$41.7K 0.01% 416
2024
Q4 		$354K Buy
3,822
+18
+0.5% +$1.8K 0.01% 413
2024
Q3 		$395K Sell
3,804
-268
-7% -$25.5K 0.01% 396
2024
Q2 		$392K Sell
4,072
-480
-11% -$46.3K 0.01% 378
2024
Q1 		$452K Buy
4,552
+796
+21% +$73.6K 0.02% 358
2023
Q4 		$336K Sell
3,756
-297
-7% -$24.7K 0.01% 397
2023
Q3 		$326K Sell
4,053
-126
-3% -$10.8K 0.01% 394
2023
Q2 		$372K Buy
4,179
+43
+1% +$3.62K 0.02% 393
2023
Q1 		$349K Sell
4,136
-3,970
-49% -$329K 0.02% 402
2022
Q4 		$635K Buy
8,106
+4,565
+129% +$337K 0.02% 370
2022
Q3 		$226K Buy
3,541
+221
+7% +$16.2K 0.02% 429
2022
Q2 		$235K Sell
3,320
-239
-7% -$17.6K 0.02% 389
2022
Q1 		$274K Sell
3,559
-41
-1% -$3.28K 0.02% 421
2021
Q4 		$313K Buy
3,600
+198
+6% +$16.6K 0.02% 439
2021
Q3 		$280K Sell
3,402
-84
-2% -$7.39K 0.02% 462
2021
Q2 		$285K Sell
3,486
-15
-0.4% -$1.15K 0.02% 459
2021
Q1 		$240K Buy
3,501
+290
+9% +$19K 0.01% 466
2020
Q4 		$217K Buy
+3,211
New +$208K 0.01% 457

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

HBK Sorce Advisory's OTIS Position: Q2 2026 in Review

HBK Sorce Advisory reduced its Otis Worldwide (OTIS) stake by 8.9% in Q2 2026, selling an estimated $27.3K and leaving 3,735 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #528.

HBK Sorce Advisory first reported a position in OTIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $635K in Q4 2022. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • HBK Sorce Advisory held 3,735 shares of Otis Worldwide worth $273K as of Q2 2026.
  • HBK Sorce Advisory sold 365 Otis Worldwide shares in Q2 2026, an estimated $27.3K.
  • Otis Worldwide made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #528 holding.
  • HBK Sorce Advisory first reported a position in Otis Worldwide in Q4 2020 and has held it in 23 quarters since.
  • HBK Sorce Advisory's Otis Worldwide position peaked at $635K in Q4 2022.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.