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Innovative Asset Advisors Group’s Otis Worldwide OTIS Stock Holding History

Innovative Asset Advisors 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 		$158K Sell
2,211
-406
-16% -$30.3K 0.07% 209
2026
Q1 		$202K Buy
+2,617
New +$229K 0.12% 139

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Innovative Asset Advisors Group's OTIS Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its Otis Worldwide (OTIS) stake by 16% in Q2 2026, selling an estimated $30.3K and leaving 2,211 shares worth $158K. The position accounts for 0.07% of the portfolio, ranked #209.

Innovative Asset Advisors Group first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $202K in Q1 2026. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Innovative Asset Advisors Group held 2,211 shares of Otis Worldwide worth $158K as of Q2 2026.
  • Innovative Asset Advisors Group sold 406 Otis Worldwide shares in Q2 2026, an estimated $30.3K.
  • Otis Worldwide made up 0.07% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #209 holding.
  • Innovative Asset Advisors Group first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's Otis Worldwide position peaked at $202K in Q1 2026.
  • 1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.