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Larson Financial Group’s Otis Worldwide OTIS Stock Holding History

Larson Financial Group’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 		$728K Sell
10,174
-2,890
-22% -$216K 0.02% 449
2026
Q1 		$1.01M Buy
13,064
+4,351
+50% +$381K 0.03% 321
2025
Q4 		$761K Buy
8,713
+1,154
+15% +$103K 0.03% 358
2025
Q3 		$691K Buy
7,559
+405
+6% +$36.8K 0.02% 387
2025
Q2 		$708K Buy
7,154
+647
+10% +$62.5K 0.03% 359
2025
Q1 		$672K Sell
6,507
-256
-4% -$25K 0.03% 329
2024
Q4 		$626K Buy
6,763
+368
+6% +$36.9K 0.03% 308
2024
Q3 		$665K Buy
6,395
+2,230
+54% +$212K 0.04% 285
2024
Q2 		$401K Buy
4,165
+288
+7% +$27.8K 0.03% 313
2024
Q1 		$385K Buy
3,877
+2,124
+121% +$196K 0.03% 273
2023
Q4 		$157K Buy
1,753
+823
+88% +$68.4K 0.01% 405
2023
Q3 		$74.7K Buy
930
+890
+2,225% +$76.1K 0.01% 517
2023
Q2 		$3.52K Buy
40
+1
+3% +$84 ﹤0.01% 1169
2023
Q1 		$3.33K Hold
39
– – ﹤0.01% 1159
2022
Q4 		$3.08K Hold
39
– – ﹤0.01% 1127
2022
Q3 		$2K Hold
39
– – ﹤0.01% 1129
2022
Q2 		$3K Sell
39
-50
-56% -$3.68K ﹤0.01% 974
2022
Q1 		$7K Hold
89
– – ﹤0.01% 739
2021
Q4 		$8K Hold
89
– – ﹤0.01% 732
2021
Q3 		$7K Buy
89
+1
+1% +$88 ﹤0.01% 650
2021
Q2 		$7K Hold
88
– – ﹤0.01% 609
2021
Q1 		$6K Hold
88
– – ﹤0.01% 618
2020
Q4 		$6K Hold
88
– – ﹤0.01% 555
2020
Q3 		$6K Hold
88
– – ﹤0.01% 508
2020
Q2 		$5K Buy
+88
New +$4.56K ﹤0.01% 486

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

Larson Financial Group's OTIS Position: Q2 2026 in Review

Larson Financial Group reduced its Otis Worldwide (OTIS) stake by 22% in Q2 2026, selling an estimated $216K and leaving 10,174 shares worth $728K. The position accounts for 0.02% of the portfolio, ranked #449.

Larson Financial Group first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.01M in Q1 2026. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Larson Financial Group held 10,174 shares of Otis Worldwide worth $728K as of Q2 2026.
  • Larson Financial Group sold 2,890 Otis Worldwide shares in Q2 2026, an estimated $216K.
  • Otis Worldwide made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #449 holding.
  • Larson Financial Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Larson Financial Group's Otis Worldwide position peaked at $1.01M in Q1 2026.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.