HIAL
OTIS icon

Highland Investment Advisors LLC’s Otis Worldwide OTIS Stock Holding History

Highland Investment Advisors 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 		$143 Buy
+2
New +$149 ﹤0.01% 661

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Highland Investment Advisors LLC's OTIS Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Otis Worldwide (OTIS) in Q2 2026: 2 shares worth $143. The stake represents ﹤0.01% of the portfolio and ranks #661 among its holdings.

1,001 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Highland Investment Advisors LLC held 2 shares of Otis Worldwide worth $143 as of Q2 2026.
  • Otis Worldwide was a new Highland Investment Advisors LLC position in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #661 holding.
  • 1,001 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.