Lido Advisors
OTIS icon

Lido Advisors’s Otis Worldwide OTIS Stock Holding History

Lido Advisors’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 		$1.49M Buy
20,853
+3,490
+20% +$261K ﹤0.01% 909
2026
Q1 		$1.34M Buy
17,363
+6,649
+62% +$582K ﹤0.01% 847
2025
Q4 		$974K Buy
10,714
+1,227
+13% +$110K ﹤0.01% 1015
2025
Q3 		$867K Sell
9,487
-1,857
-16% -$169K ﹤0.01% 1006
2025
Q2 		$1.12M Buy
11,344
+1,476
+15% +$142K ﹤0.01% 797
2025
Q1 		$1.02M Buy
9,868
+1,887
+24% +$184K ﹤0.01% 774
2024
Q4 		$739K Sell
7,981
-291
-4% -$29.2K ﹤0.01% 875
2024
Q3 		$860K Buy
8,272
+500
+6% +$47.6K ﹤0.01% 775
2024
Q2 		$748K Buy
7,772
+392
+5% +$37.8K ﹤0.01% 782
2024
Q1 		$733K Buy
7,380
+654
+10% +$60.4K ﹤0.01% 763
2023
Q4 		$602K Sell
6,726
-295
-4% -$24.5K ﹤0.01% 791
2023
Q3 		$564K Buy
7,021
+1,091
+18% +$93.3K ﹤0.01% 718
2023
Q2 		$528K Buy
5,930
+617
+12% +$52K ﹤0.01% 716
2023
Q1 		$448K Buy
5,313
+2,243
+73% +$186K ﹤0.01% 716
2022
Q4 		$240K Buy
+3,070
New +$227K ﹤0.01% 853
2022
Q2 		– Sell
-3,172
Closed -$244K – 1030
2022
Q1 		$244K Buy
3,172
+242
+8% +$19.3K ﹤0.01% 888
2021
Q4 		$255K Buy
2,930
+71
+2% +$5.94K ﹤0.01% 870
2021
Q3 		$235K Buy
+2,859
New +$251K ﹤0.01% 840

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

Lido Advisors's OTIS Position: Q2 2026 in Review

Lido Advisors increased its Otis Worldwide (OTIS) stake by 20% in Q2 2026, buying an estimated $261K and bringing the position to 20,853 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Lido Advisors first reported a position in OTIS in Q3 2021 and has held it in 18 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Lido Advisors held 20,853 shares of Otis Worldwide worth $1.49M as of Q2 2026.
  • Lido Advisors bought 3,490 Otis Worldwide shares in Q2 2026, an estimated $261K.
  • Otis Worldwide made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #909 holding.
  • Lido Advisors first reported a position in Otis Worldwide in Q3 2021 and has held it in 18 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.