HORAN Wealth’s Otis Worldwide OTIS Stock Holding History

HORAN 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	–	Sell	-3,096	Closed	-$267K	–	223
2026 Q1	$267K	Hold	3,096	–	–	0.03%	168
2025 Q4	$270K	Buy	3,096 +2	+0.1%	+$179	0.04%	146
2025 Q3	$283K	Buy	+3,094	New	+$281K	0.04%	159

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

HORAN Wealth's OTIS Position: Q2 2026 in Review

HORAN Wealth sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 3,096 shares — an estimated $267K sold.

HORAN Wealth first reported a position in OTIS in Q3 2025 and held it in 3 quarters. The position peaked at $283K in Q3 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

HORAN Wealth reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
HORAN Wealth sold 3,096 Otis Worldwide shares in Q2 2026, an estimated $267K.
HORAN Wealth first reported a position in Otis Worldwide in Q3 2025 and held it in 3 quarters.
HORAN Wealth's Otis Worldwide position peaked at $283K in Q3 2025.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.