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Laird Norton Wetherby Trust Company’s Otis Worldwide OTIS Stock Holding History

Laird Norton Wetherby Trust Company’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 		$576K Sell
8,045
-955
-11% -$71.3K 0.01% 670
2026
Q1 		$694K Sell
9,000
-622
-6% -$54.4K 0.02% 587
2025
Q4 		$840K Buy
+9,622
New +$861K 0.02% 545
2022
Q1 		– Sell
-2,814
Closed -$245K – 209
2021
Q4 		$245K Buy
+2,814
New +$236K 0.02% 165

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 $3.38T AUM 44.17% 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

Laird Norton Wetherby Trust Company's OTIS Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its Otis Worldwide (OTIS) stake by 11% in Q2 2026, selling an estimated $71.3K and leaving 8,045 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #670.

Laird Norton Wetherby Trust Company first reported a position in OTIS in Q4 2021 and has held it in 4 quarters since. The position peaked at $840K in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 8,045 shares of Otis Worldwide worth $576K as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 955 Otis Worldwide shares in Q2 2026, an estimated $71.3K.
  • Otis Worldwide made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #670 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Otis Worldwide in Q4 2021 and has held it in 4 quarters since.
  • Laird Norton Wetherby Trust Company's Otis Worldwide position peaked at $840K in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.