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LifeSteps Financial’s Otis Worldwide OTIS Stock Holding History

LifeSteps Financial’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 		$12.2K Buy
+171
New +$12.8K 0.01% 380
2024
Q2 		– Sell
-311
Closed -$30.9K – 307
2024
Q1 		$30.9K Buy
+311
New +$28.7K 0.02% 190

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

LifeSteps Financial's OTIS Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Otis Worldwide (OTIS) in Q2 2026: 171 shares worth $12.2K. The stake represents 0.01% of the portfolio and ranks #380 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in OTIS as recently as Q1 2024.

LifeSteps Financial first reported a position in OTIS in Q1 2024 and has held it in 2 quarters since. The position peaked at $30.9K in Q1 2024. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • LifeSteps Financial held 171 shares of Otis Worldwide worth $12.2K as of Q2 2026.
  • Otis Worldwide was a new LifeSteps Financial position in Q2 2026.
  • Otis Worldwide made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #380 holding.
  • LifeSteps Financial first reported a position in Otis Worldwide in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Otis Worldwide position peaked at $30.9K in Q1 2024.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.