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TOP Private Wealth LLC.’s Otis Worldwide OTIS Stock Holding History

TOP Private Wealth LLC.’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 		$116K Buy
+1,621
New +$121K 0.11% 44

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TOP Private Wealth LLC.'s OTIS Position: Q2 2026 in Review

TOP Private Wealth LLC. opened a new position in Otis Worldwide (OTIS) in Q2 2026: 1,621 shares worth $116K. The stake represents 0.11% of the portfolio and ranks #44 among its holdings.

1,121 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • TOP Private Wealth LLC. held 1,621 shares of Otis Worldwide worth $116K as of Q2 2026.
  • Otis Worldwide was a new TOP Private Wealth LLC. position in Q2 2026.
  • Otis Worldwide made up 0.11% of TOP Private Wealth LLC.'s portfolio in Q2 2026, its #44 holding.
  • 1,121 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on TOP Private Wealth LLC.'s 13F filing for Q2 2026, filed 13 Aug 2026.