Legacy Trust’s Otis Worldwide OTIS Stock Holding History

Legacy Trust’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	–	Sell	-2,798	Closed	-$216K	–	215
2026 Q1	$216K	Buy	2,798 +83	+3%	+$7.26K	0.04%	196
2025 Q4	$237K	Buy	+2,715	New	+$243K	0.04%	182

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 $3.37T AUM 44.26% 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

Legacy Trust's OTIS Position: Q2 2026 in Review

Legacy Trust sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,798 shares — an estimated $216K sold.

Legacy Trust first reported a position in OTIS in Q4 2025 and held it in 2 quarters. The position peaked at $237K in Q4 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Legacy Trust reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
Legacy Trust sold 2,798 Otis Worldwide shares in Q2 2026, an estimated $216K.
Legacy Trust first reported a position in Otis Worldwide in Q4 2025 and held it in 2 quarters.
Legacy Trust's Otis Worldwide position peaked at $237K in Q4 2025.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.