High Note Wealth’s Otis Worldwide OTIS Stock Holding History

High Note Wealth’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	$9.95K	Buy	139 +50	+56%	+$3.73K	﹤0.01%	408
2026 Q1	$6.86K	Buy	89 +9	+11%	+$787	﹤0.01%	441
2025 Q4	$6.99K	Sell	80 -1	-1%	-$89	﹤0.01%	402
2025 Q3	$7.41K	Buy	81 +3	+4%	+$272	﹤0.01%	359
2025 Q2	$7.72K	Hold	78	–	–	﹤0.01%	333
2025 Q1	$8.05K	Hold	78	–	–	﹤0.01%	316
2024 Q4	$7.22K	Buy	+78	New	+$7.82K	﹤0.01%	338

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

High Note Wealth's OTIS Position: Q2 2026 in Review

High Note Wealth increased its Otis Worldwide (OTIS) stake by 56% in Q2 2026, buying an estimated $3.73K and bringing the position to 139 shares worth $9.95K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

High Note Wealth first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

High Note Wealth held 139 shares of Otis Worldwide worth $9.95K as of Q2 2026.
High Note Wealth bought 50 Otis Worldwide shares in Q2 2026, an estimated $3.73K.
Otis Worldwide made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #408 holding.
High Note Wealth first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.