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IHT Wealth Management’s Otis Worldwide OTIS Stock Holding History

IHT 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 		– Sell
-2,684
Closed -$207K – 1326
2026
Q1 		$207K Sell
2,684
-361
-12% -$31.6K ﹤0.01% 1183
2025
Q4 		$266K Sell
3,045
-64
-2% -$5.73K 0.01% 1008
2025
Q3 		$284K Sell
3,109
-112
-3% -$10.2K 0.01% 955
2025
Q2 		$319K Sell
3,221
-1,470
-31% -$142K 0.01% 861
2025
Q1 		$484K Sell
4,691
-75
-2% -$7.33K 0.02% 684
2024
Q4 		$441K Sell
4,766
-698
-13% -$70K 0.01% 724
2024
Q3 		$568K Buy
5,464
+935
+21% +$89.1K 0.02% 682
2024
Q2 		$436K Buy
4,529
+452
+11% +$43.6K 0.02% 674
2024
Q1 		$405K Buy
4,077
+15
+0.4% +$1.39K 0.02% 702
2023
Q4 		$363K Sell
4,062
-257
-6% -$21.4K 0.02% 695
2023
Q3 		$347K Buy
+4,319
New +$369K 0.02% 671

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

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

IHT Wealth Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,684 shares — an estimated $207K sold.

IHT Wealth Management first reported a position in OTIS in Q3 2023 and held it in 11 quarters. The position peaked at $568K in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • IHT Wealth Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 2,684 Otis Worldwide shares in Q2 2026, an estimated $207K.
  • IHT Wealth Management first reported a position in Otis Worldwide in Q3 2023 and held it in 11 quarters.
  • IHT Wealth Management's Otis Worldwide position peaked at $568K in Q3 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.