Knollwood Investment Advisory’s Otis Worldwide OTIS Stock Holding History

Knollwood Investment Advisory’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	$287K	Hold	4,008	–	–	0.03%	236
2026 Q1	$309K	Hold	4,008	–	–	0.03%	262
2025 Q4	$350K	Hold	4,008	–	–	0.03%	260
2025 Q3	$366K	Hold	4,008	–	–	0.03%	288
2025 Q2	$397K	Hold	4,008	–	–	0.04%	275
2025 Q1	$414K	Hold	4,008	–	–	0.05%	272
2024 Q4	$371K	Hold	4,008	–	–	0.04%	284
2024 Q3	$417K	Hold	4,008	–	–	0.04%	282
2024 Q2	$386K	Buy	+4,008	New	+$386K	0.04%	286

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Knollwood Investment Advisory's OTIS Position: Q2 2026 in Review

Knollwood Investment Advisory held its Otis Worldwide (OTIS) position steady in Q2 2026 at 4,008 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #236.

Knollwood Investment Advisory first reported a position in OTIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $417K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Knollwood Investment Advisory held 4,008 shares of Otis Worldwide worth $287K as of Q2 2026.
Knollwood Investment Advisory left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.03% of Knollwood Investment Advisory's portfolio in Q2 2026, its #236 holding.
Knollwood Investment Advisory first reported a position in Otis Worldwide in Q2 2024 and has held it in 9 quarters since.
Knollwood Investment Advisory's Otis Worldwide position peaked at $417K in Q3 2024.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.