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Heritage Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Heritage Wealth Advisors’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 		$1K Hold
14
– – ﹤0.01% 656
2026
Q1 		$1.08K Buy
+14
New +$1.23K ﹤0.01% 644
2022
Q2 		– Sell
-350
Closed -$27K – 572
2022
Q1 		$27K Hold
350
– – ﹤0.01% 372
2021
Q4 		$30K Hold
350
– – ﹤0.01% 371
2021
Q3 		$28.8K Hold
350
– – ﹤0.01% 374
2021
Q2 		$28.6K Buy
+350
New +$26.9K ﹤0.01% 380

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

Heritage Wealth Advisors's OTIS Position: Q2 2026 in Review

Heritage Wealth Advisors held its Otis Worldwide (OTIS) position steady in Q2 2026 at 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Heritage Wealth Advisors first reported a position in OTIS in Q2 2021 and has held it in 6 quarters since. The position peaked at $30K in Q4 2021. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Heritage Wealth Advisors held 14 shares of Otis Worldwide worth $1K as of Q2 2026.
  • Heritage Wealth Advisors left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #656 holding.
  • Heritage Wealth Advisors first reported a position in Otis Worldwide in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Advisors's Otis Worldwide position peaked at $30K in Q4 2021.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.