HighTower Advisors
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HighTower Advisors’s Otis Worldwide OTIS Stock Holding History

HighTower 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 		$30.2M Sell
421,311
-153,751
-27% -$11.5M 0.03% 521
2026
Q1 		$44.3M Sell
575,062
-128,121
-18% -$11.2M 0.05% 388
2025
Q4 		$61.4M Sell
703,183
-40,526
-5% -$3.63M 0.07% 294
2025
Q3 		$68M Sell
743,709
-55,896
-7% -$5.07M 0.08% 261
2025
Q2 		$79.2M Sell
799,605
-4,505
-0.6% -$435K 0.1% 218
2025
Q1 		$83M Sell
804,110
-30,519
-4% -$2.98M 0.11% 197
2024
Q4 		$77.3M Sell
834,629
-23,719
-3% -$2.38M 0.11% 203
2024
Q3 		$89.3M Sell
858,348
-28,139
-3% -$2.68M 0.13% 176
2024
Q2 		$85.3M Sell
886,487
-24,749
-3% -$2.39M 0.13% 168
2024
Q1 		$90.3M Buy
911,236
+35,891
+4% +$3.32M 0.15% 158
2023
Q4 		$78.3M Buy
875,345
+26,699
+3% +$2.22M 0.13% 170
2023
Q3 		$68.1M Buy
848,646
+10,105
+1% +$864K 0.13% 168
2023
Q2 		$74.6M Buy
838,541
+12,710
+2% +$1.07M 0.15% 151
2023
Q1 		$69.7M Buy
825,831
+215
+0% +$17.8K 0.15% 156
2022
Q4 		$64.7M Buy
825,616
+159,381
+24% +$11.8M 0.15% 157
2022
Q3 		$42.5M Buy
666,235
+7,937
+1% +$581K 0.11% 192
2022
Q2 		$46.5M Sell
658,298
-2,265
-0.3% -$167K 0.12% 182
2022
Q1 		$50.9M Buy
660,563
+3,417
+0.5% +$273K 0.11% 186
2021
Q4 		$57.2M Buy
657,146
+176,037
+37% +$14.7M 0.13% 175
2021
Q3 		$39.6M Buy
481,109
+369,921
+333% +$32.5M 0.11% 193
2021
Q2 		$9.07M Buy
111,188
+4,159
+4% +$320K 0.03% 555
2021
Q1 		$7.32M Sell
107,029
-2,725
-2% -$178K 0.02% 598
2020
Q4 		$7.39M Sell
109,754
-13,417
-11% -$870K 0.03% 459
2020
Q3 		$7.68M Sell
123,171
-16,529
-12% -$1.01M 0.04% 414
2020
Q2 		$7.94M Buy
+139,700
New +$7.24M 0.04% 385

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

HighTower Advisors's OTIS Position: Q2 2026 in Review

HighTower Advisors reduced its Otis Worldwide (OTIS) stake by 27% in Q2 2026, selling an estimated $11.5M and leaving 421,311 shares worth $30.2M. The position accounts for 0.03% of the portfolio, ranked #521.

HighTower Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $90.3M in Q1 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • HighTower Advisors held 421,311 shares of Otis Worldwide worth $30.2M as of Q2 2026.
  • HighTower Advisors sold 153,751 Otis Worldwide shares in Q2 2026, an estimated $11.5M.
  • Otis Worldwide made up 0.03% of HighTower Advisors's portfolio in Q2 2026, its #521 holding.
  • HighTower Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • HighTower Advisors's Otis Worldwide position peaked at $90.3M in Q1 2024.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.