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Integrated Wealth Concepts’s Otis Worldwide OTIS Stock Holding History

Integrated Wealth Concepts’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 		$798K Buy
11,145
+1,207
+12% +$90.2K 0.01% 1360
2026
Q1 		$766K Buy
9,938
+2,395
+32% +$210K 0.01% 1269
2025
Q4 		$659K Sell
7,543
-1,243
-14% -$111K 0.01% 959
2025
Q3 		$803K Sell
8,786
-1,775
-17% -$161K 0.01% 1103
2025
Q2 		$1.05M Buy
10,561
+3,564
+51% +$344K 0.01% 899
2025
Q1 		$722K Buy
6,997
+63
+0.9% +$6.16K 0.01% 983
2024
Q4 		$642K Sell
6,934
-831
-11% -$83.3K 0.01% 1013
2024
Q3 		$807K Sell
7,765
-826
-10% -$78.7K 0.01% 888
2024
Q2 		$827K Buy
8,591
+155
+2% +$14.9K 0.01% 843
2024
Q1 		$838K Buy
8,436
+219
+3% +$20.2K 0.01% 837
2023
Q4 		$735K Sell
8,217
-1,060
-11% -$88.1K 0.01% 844
2023
Q3 		$745K Buy
9,277
+218
+2% +$18.6K 0.01% 813
2023
Q2 		$806K Sell
9,059
-163
-2% -$13.7K 0.01% 768
2023
Q1 		$778K Buy
9,222
+2,456
+36% +$203K 0.02% 708
2022
Q4 		$530K Buy
6,766
+664
+11% +$49K 0.01% 649
2022
Q3 		$389K Sell
6,102
-137
-2% -$10K 0.01% 663
2022
Q2 		$441K Sell
6,239
-365
-6% -$26.9K 0.01% 645
2022
Q1 		$508K Buy
6,604
+641
+11% +$51.2K 0.02% 570
2021
Q4 		$519K Buy
5,963
+484
+9% +$40.5K 0.02% 610
2021
Q3 		$451K Buy
5,479
+2,587
+89% +$227K 0.01% 604
2021
Q2 		$236K Buy
+2,892
New +$223K 0.01% 722
2021
Q1 		– Sell
-3,662
Closed -$247K – 756
2020
Q4 		$247K Buy
+3,662
New +$238K 0.01% 550

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

Integrated Wealth Concepts's OTIS Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Otis Worldwide (OTIS) stake by 12% in Q2 2026, buying an estimated $90.2K and bringing the position to 11,145 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #1360.

Integrated Wealth Concepts first reported a position in OTIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.05M in Q2 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Integrated Wealth Concepts held 11,145 shares of Otis Worldwide worth $798K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,207 Otis Worldwide shares in Q2 2026, an estimated $90.2K.
  • Otis Worldwide made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1360 holding.
  • Integrated Wealth Concepts first reported a position in Otis Worldwide in Q4 2020 and has held it in 22 quarters since.
  • Integrated Wealth Concepts's Otis Worldwide position peaked at $1.05M in Q2 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.