Janney Montgomery Scott
OTIS icon

Janney Montgomery Scott’s Otis Worldwide OTIS Stock Holding History

Janney Montgomery Scott’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 		$13.7M Buy
191,498
+89,294
+87% +$6.67M 0.03% 571
2026
Q1 		$7.88M Buy
102,204
+41,430
+68% +$3.62M 0.02% 671
2025
Q4 		$5.31M Sell
60,774
-2,045
-3% -$183K 0.01% 888
2025
Q3 		$5.74M Buy
62,819
+15,500
+33% +$1.41M 0.01% 824
2025
Q2 		$4.69M Sell
47,319
-6,188
-12% -$597K 0.01% 839
2025
Q1 		$5.52M Sell
53,507
-3,840
-7% -$375K 0.02% 738
2024
Q4 		$5.31M Buy
57,347
+843
+1% +$84.5K 0.01% 763
2024
Q3 		$5.87M Sell
56,504
-920
-2% -$87.7K 0.02% 708
2024
Q2 		$5.53M Buy
57,424
+4,320
+8% +$416K 0.02% 698
2024
Q1 		$5.27M Sell
53,104
-1,728
-3% -$160K 0.02% 748
2023
Q4 		$4.91M Sell
54,832
-602
-1% -$50.1K 0.02% 737
2023
Q3 		$4.45M Sell
55,434
-1,857
-3% -$159K 0.02% 711
2023
Q2 		$5.1M Sell
57,291
-215
-0.4% -$18.1K 0.02% 695
2023
Q1 		$4.85M Sell
57,506
-6,582
-10% -$545K 0.02% 650
2022
Q4 		$5.02M Sell
64,088
-15,200
-19% -$1.12M 0.02% 674
2022
Q3 		$5.06M Sell
79,288
-571
-0.7% -$41.8K 0.02% 631
2022
Q2 		$5.59M Buy
79,859
+1,411
+2% +$104K 0.03% 567
2022
Q1 		$6.04M Sell
78,448
-5,747
-7% -$459K 0.03% 538
2021
Q4 		$7.33M Sell
84,195
-6,973
-8% -$584K 0.03% 500
2021
Q3 		$7.5M Buy
91,168
+3,797
+4% +$334K 0.03% 465
2021
Q2 		$7.14M Sell
87,371
-3,823
-4% -$294K 0.03% 470
2021
Q1 		$6.24M Buy
91,194
+5,372
+6% +$351K 0.03% 478
2020
Q4 		$5.8M Sell
85,822
-4,929
-5% -$320K 0.03% 498
2020
Q3 		$5.67M Sell
90,751
-9,330
-9% -$571K 0.03% 446
2020
Q2 		$5.69M Buy
+100,081
New +$5.19M 0.04% 408

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

Janney Montgomery Scott's OTIS Position: Q2 2026 in Review

Janney Montgomery Scott increased its Otis Worldwide (OTIS) stake by 87% in Q2 2026, buying an estimated $6.67M and bringing the position to 191,498 shares worth $13.7M. The position accounts for 0.03% of the portfolio, ranked #571.

Janney Montgomery Scott first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Janney Montgomery Scott held 191,498 shares of Otis Worldwide worth $13.7M as of Q2 2026.
  • Janney Montgomery Scott bought 89,294 Otis Worldwide shares in Q2 2026, an estimated $6.67M.
  • Otis Worldwide made up 0.03% of Janney Montgomery Scott's portfolio in Q2 2026, its #571 holding.
  • Janney Montgomery Scott first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.