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Integrity Alliance’s Otis Worldwide OTIS Stock Holding History

Integrity Alliance’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 		$647K Buy
9,037
+6,223
+221% +$465K 0.02% 443
2026
Q1 		$217K Sell
2,814
-174
-6% -$15.2K 0.01% 685
2025
Q4 		$261K Sell
2,988
-334
-10% -$29.9K 0.01% 645
2025
Q3 		$304K Buy
3,322
+483
+17% +$43.8K 0.01% 438
2025
Q2 		$281K Sell
2,839
-3,628
-56% -$350K 0.02% 394
2025
Q1 		$667K Buy
+6,467
New +$632K 0.03% 344

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

Integrity Alliance's OTIS Position: Q2 2026 in Review

Integrity Alliance increased its Otis Worldwide (OTIS) stake by 221% in Q2 2026, buying an estimated $465K and bringing the position to 9,037 shares worth $647K. The position accounts for 0.02% of the portfolio, ranked #443.

Integrity Alliance first reported a position in OTIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $667K in Q1 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Integrity Alliance held 9,037 shares of Otis Worldwide worth $647K as of Q2 2026.
  • Integrity Alliance bought 6,223 Otis Worldwide shares in Q2 2026, an estimated $465K.
  • Otis Worldwide made up 0.02% of Integrity Alliance's portfolio in Q2 2026, its #443 holding.
  • Integrity Alliance first reported a position in Otis Worldwide in Q1 2025 and has held it in 6 quarters since.
  • Integrity Alliance's Otis Worldwide position peaked at $667K in Q1 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.