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Heritage Wealth Management (Ohio)’s Otis Worldwide OTIS Stock Holding History

Heritage Wealth Management (Ohio)’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
-2,767
Closed -$213K – 275
2026
Q1 		$213K Sell
2,767
-50
-2% -$4.38K 0.11% 146
2025
Q4 		$246K Sell
2,817
-200
-7% -$17.9K 0.07% 227
2025
Q3 		$276K Hold
3,017
– – 0.08% 200
2025
Q2 		$299K Hold
3,017
– – 0.1% 185
2025
Q1 		$311K Hold
3,017
– – 0.11% 178
2024
Q4 		$279K Sell
3,017
-100
-3% -$10K 0.09% 194
2024
Q3 		$324K Hold
3,117
– – 0.11% 175
2024
Q2 		$302K Buy
+3,117
New +$300K 0.1% 176

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

Heritage Wealth Management (Ohio)'s OTIS Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,767 shares — an estimated $213K sold.

Heritage Wealth Management (Ohio) first reported a position in OTIS in Q2 2024 and held it in 8 quarters. The position peaked at $324K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 2,767 Otis Worldwide shares in Q2 2026, an estimated $213K.
  • Heritage Wealth Management (Ohio) first reported a position in Otis Worldwide in Q2 2024 and held it in 8 quarters.
  • Heritage Wealth Management (Ohio)'s Otis Worldwide position peaked at $324K in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.