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Institute for Wealth Management’s Otis Worldwide OTIS Stock Holding History

Institute for 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 		$133K Buy
+1,861
New +$139K 0.01% 620
2025
Q3 		– Sell
-2,020
Closed -$200K – 595
2025
Q2 		$200K Sell
2,020
-22
-1% -$2.12K 0.02% 545
2025
Q1 		$211K Buy
+2,042
New +$199K 0.03% 496
2024
Q4 		– Sell
-2,099
Closed -$218K – 553
2024
Q3 		$218K Sell
2,099
-23
-1% -$2.19K 0.03% 506
2024
Q2 		$204K Sell
2,122
-43
-2% -$4.14K 0.03% 476
2024
Q1 		$215K Sell
2,165
-172
-7% -$15.9K 0.03% 472
2023
Q4 		$209K Buy
+2,337
New +$194K 0.03% 454
2023
Q3 		– Sell
-2,575
Closed -$229K – 473
2023
Q2 		$229K Sell
2,575
-15
-0.6% -$1.26K 0.04% 416
2023
Q1 		$219K Sell
2,590
-70
-3% -$5.79K 0.04% 412
2022
Q4 		$208K Buy
+2,660
New +$196K 0.04% 422
2022
Q3 		– Sell
-2,829
Closed -$200K – 503
2022
Q2 		$200K Sell
2,829
-20
-0.7% -$1.47K 0.04% 491
2022
Q1 		$219K Sell
2,849
-12
-0.4% -$959 0.04% 495
2021
Q4 		$249K Sell
2,861
-6
-0.2% -$502 0.04% 418
2021
Q3 		$236K Sell
2,867
-30
-1% -$2.64K 0.04% 430
2021
Q2 		$237K Sell
2,897
-136
-4% -$10.5K 0.04% 426
2021
Q1 		$208K Sell
3,033
-857
-22% -$56K 0.04% 442
2020
Q4 		$263K Sell
3,890
-628
-14% -$40.7K 0.05% 377
2020
Q3 		$282K Sell
4,518
-296
-6% -$18.1K 0.06% 331
2020
Q2 		$274K Buy
+4,814
New +$249K 0.07% 339

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's OTIS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Otis Worldwide (OTIS) in Q2 2026: 1,861 shares worth $133K. The stake represents 0.01% of the portfolio and ranks #620 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in OTIS as recently as Q2 2025.

Institute for Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 19 quarters since. The position peaked at $282K in Q3 2020. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Institute for Wealth Management held 1,861 shares of Otis Worldwide worth $133K as of Q2 2026.
  • Otis Worldwide was a new Institute for Wealth Management position in Q2 2026.
  • Otis Worldwide made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #620 holding.
  • Institute for Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 19 quarters since.
  • Institute for Wealth Management's Otis Worldwide position peaked at $282K in Q3 2020.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.