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Hohimer Wealth Management’s Otis Worldwide OTIS Stock Holding History

Hohimer Wealth Management’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 		$2.17M Buy
30,262
+1,621
+6% +$121K 0.22% 130
2026
Q1 		$2.21M Buy
+28,641
New +$2.51M 0.26% 124

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

Hohimer Wealth Management's OTIS Position: Q2 2026 in Review

Hohimer Wealth Management increased its Otis Worldwide (OTIS) stake by 5.7% in Q2 2026, buying an estimated $121K and bringing the position to 30,262 shares worth $2.17M. The position accounts for 0.22% of the portfolio, ranked #130.

Hohimer Wealth Management first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.21M in Q1 2026. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Hohimer Wealth Management held 30,262 shares of Otis Worldwide worth $2.17M as of Q2 2026.
  • Hohimer Wealth Management bought 1,621 Otis Worldwide shares in Q2 2026, an estimated $121K.
  • Otis Worldwide made up 0.22% of Hohimer Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Hohimer Wealth Management first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • Hohimer Wealth Management's Otis Worldwide position peaked at $2.21M in Q1 2026.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.