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ICW Investment Advisors’s Otis Worldwide OTIS Stock Holding History

ICW Investment 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 		$563K Buy
7,865
+112
+1% +$8.37K 0.2% 111
2026
Q1 		$598K Buy
7,753
+652
+9% +$57K 0.22% 114
2025
Q4 		$620K Buy
7,101
+171
+2% +$15.3K 0.23% 116
2025
Q3 		$634K Buy
6,930
+91
+1% +$8.26K 0.23% 117
2025
Q2 		$677K Buy
6,839
+239
+4% +$23.1K 0.27% 110
2025
Q1 		$681K Buy
6,600
+78
+1% +$7.62K 0.28% 108
2024
Q4 		$604K Buy
6,522
+193
+3% +$19.4K 0.25% 113
2024
Q3 		$658K Buy
6,329
+82
+1% +$7.81K 0.27% 107
2024
Q2 		$601K Sell
6,247
-120
-2% -$11.6K 0.27% 106
2024
Q1 		$632K Buy
6,367
+238
+4% +$22K 0.28% 106
2023
Q4 		$548K Buy
6,129
+144
+2% +$12K 0.27% 109
2023
Q3 		$481K Buy
5,985
+562
+10% +$48.1K 0.26% 106
2023
Q2 		$483K Buy
5,423
+428
+9% +$36.1K 0.26% 104
2023
Q1 		$422K Buy
4,995
+66
+1% +$5.46K 0.24% 107
2022
Q4 		$386K Buy
4,929
+192
+4% +$14.2K 0.23% 109
2022
Q3 		$302K Buy
4,737
+129
+3% +$9.44K 0.2% 112
2022
Q2 		$326K Buy
4,608
+98
+2% +$7.22K 0.21% 112
2022
Q1 		$347K Buy
4,510
+232
+5% +$18.5K 0.2% 115
2021
Q4 		$372K Buy
4,278
+911
+27% +$76.3K 0.21% 115
2021
Q3 		$277K Buy
+3,367
New +$296K 0.18% 121
2021
Q1 		– Sell
-3,066
Closed -$205K – 129
2020
Q4 		$205K Sell
3,066
-268
-8% -$17.4K 0.15% 126
2020
Q3 		$208K Sell
3,334
-327
-9% -$20K 0.16% 124
2020
Q2 		$208K Buy
+3,661
New +$190K 0.17% 123

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

ICW Investment Advisors's OTIS Position: Q2 2026 in Review

ICW Investment Advisors increased its Otis Worldwide (OTIS) stake by 1.4% in Q2 2026, buying an estimated $8.37K and bringing the position to 7,865 shares worth $563K. The position accounts for 0.2% of the portfolio, ranked #111.

ICW Investment Advisors first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $681K in Q1 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • ICW Investment Advisors held 7,865 shares of Otis Worldwide worth $563K as of Q2 2026.
  • ICW Investment Advisors bought 112 Otis Worldwide shares in Q2 2026, an estimated $8.37K.
  • Otis Worldwide made up 0.2% of ICW Investment Advisors's portfolio in Q2 2026, its #111 holding.
  • ICW Investment Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • ICW Investment Advisors's Otis Worldwide position peaked at $681K in Q1 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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