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Jackson Grant Investment Advisers’s Otis Worldwide OTIS Stock Holding History

Jackson Grant Investment Advisers’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 		$25K Sell
349
-117
-25% -$8.74K 0.01% 243
2026
Q1 		$35.9K Buy
466
+2
+0.4% +$175 0.01% 220
2025
Q4 		$40.5K Sell
464
-42
-8% -$3.76K 0.01% 214
2025
Q3 		$46.2K Buy
506
+2
+0.4% +$182 0.02% 205
2025
Q2 		$49.9K Buy
504
+2
+0.4% +$193 0.02% 181
2025
Q1 		$51.8K Buy
502
+2
+0.4% +$195 0.02% 175
2024
Q4 		$46.3K Buy
500
+2
+0.4% +$201 0.02% 185
2024
Q3 		$51.7K Buy
498
+2
+0.4% +$191 0.02% 178
2024
Q2 		$47.7K Sell
496
-114
-19% -$11K 0.02% 182
2024
Q1 		$60.5K Buy
610
+3
+0.5% +$277 0.02% 164
2023
Q4 		$54.3K Buy
607
+2
+0.3% +$166 0.02% 167
2023
Q3 		$48.6K Buy
605
+2
+0.3% +$171 0.02% 167
2023
Q2 		$53.6K Buy
603
+3
+0.5% +$253 0.02% 163
2023
Q1 		$50.7K Buy
600
+2
+0.3% +$165 0.02% 183
2022
Q4 		$46.8K Buy
598
+2
+0.3% +$148 0.02% 184
2022
Q3 		$38K Buy
596
+2
+0.3% +$146 0.02% 203
2022
Q2 		$42K Buy
594
+3
+0.5% +$221 0.02% 200
2022
Q1 		$46K Buy
591
+2
+0.3% +$160 0.02% 214
2021
Q4 		$51K Buy
589
+1
+0.2% +$84 0.03% 168
2021
Q3 		$48K Buy
588
+2
+0.3% +$176 0.02% 209
2021
Q2 		$48K Buy
586
+2
+0.3% +$154 0.02% 209
2021
Q1 		$40K Sell
584
-169
-22% -$11K 0.02% 219
2020
Q4 		$51K Buy
753
+52
+7% +$3.37K 0.03% 180
2020
Q3 		$44K Sell
701
-154
-18% -$9.42K 0.03% 153
2020
Q2 		$49K Buy
+855
New +$44.3K 0.03% 147

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

Jackson Grant Investment Advisers's OTIS Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its Otis Worldwide (OTIS) stake by 25% in Q2 2026, selling an estimated $8.74K and leaving 349 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #243.

Jackson Grant Investment Advisers first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $60.5K in Q1 2024. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Jackson Grant Investment Advisers held 349 shares of Otis Worldwide worth $25K as of Q2 2026.
  • Jackson Grant Investment Advisers sold 117 Otis Worldwide shares in Q2 2026, an estimated $8.74K.
  • Otis Worldwide made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #243 holding.
  • Jackson Grant Investment Advisers first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Jackson Grant Investment Advisers's Otis Worldwide position peaked at $60.5K in Q1 2024.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.