IFG Advisory’s Otis Worldwide OTIS Stock Holding History

IFG Advisory’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	$91.2K	Buy	+1,273	New	+$95.1K	﹤0.01%	1116
2021 Q2	–	Sell	-4,465	Closed	-$305K	–	499
2021 Q1	$305K	Sell	4,465 -250	-5%	-$16.3K	0.04%	391
2020 Q4	$318K	Sell	4,715 -422	-8%	-$27.4K	0.04%	339
2020 Q3	$320K	Sell	5,137 -117	-2%	-$7.16K	0.05%	313
2020 Q2	$298K	Buy	+5,254	New	+$272K	0.05%	310

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

IFG Advisory's OTIS Position: Q2 2026 in Review

IFG Advisory opened a new position in Otis Worldwide (OTIS) in Q2 2026: 1,273 shares worth $91.2K. The stake represents ﹤0.01% of the portfolio and ranks #1116 among its holdings. This is a return to the name: IFG Advisory previously reported a position in OTIS as recently as Q1 2021.

IFG Advisory first reported a position in OTIS in Q2 2020 and has held it in 5 quarters since. The position peaked at $320K in Q3 2020. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

IFG Advisory held 1,273 shares of Otis Worldwide worth $91.2K as of Q2 2026.
Otis Worldwide was a new IFG Advisory position in Q2 2026.
Otis Worldwide made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1116 holding.
IFG Advisory first reported a position in Otis Worldwide in Q2 2020 and has held it in 5 quarters since.
IFG Advisory's Otis Worldwide position peaked at $320K in Q3 2020.
1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.