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Independent Financial Group’s Otis Worldwide OTIS Stock Holding History

Independent Financial Group’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 		$221K Sell
3,092
-272
-8% -$20.3K ﹤0.01% 1425
2026
Q1 		$259K Sell
3,364
-1,023
-23% -$89.5K 0.01% 1232
2025
Q4 		$383K Buy
4,387
+395
+10% +$35.3K 0.01% 1032
2025
Q3 		$365K Buy
3,992
+749
+23% +$68K 0.01% 991
2025
Q2 		$321K Buy
3,243
+395
+14% +$38.1K 0.01% 999
2025
Q1 		$294K Buy
+2,848
New +$278K 0.01% 942

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

Independent Financial Group's OTIS Position: Q2 2026 in Review

Independent Financial Group reduced its Otis Worldwide (OTIS) stake by 8.1% in Q2 2026, selling an estimated $20.3K and leaving 3,092 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Independent Financial Group first reported a position in OTIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $383K in Q4 2025. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Independent Financial Group held 3,092 shares of Otis Worldwide worth $221K as of Q2 2026.
  • Independent Financial Group sold 272 Otis Worldwide shares in Q2 2026, an estimated $20.3K.
  • Otis Worldwide made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1425 holding.
  • Independent Financial Group first reported a position in Otis Worldwide in Q1 2025 and has held it in 6 quarters since.
  • Independent Financial Group's Otis Worldwide position peaked at $383K in Q4 2025.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.