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Lodestone Wealth Management’s Otis Worldwide OTIS Stock Holding History

Lodestone Wealth Management’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 		$2K Sell
28
-15
-35% -$1.12K ﹤0.01% 684
2026
Q1 		$3.31K Hold
43
– – ﹤0.01% 631
2025
Q4 		$3.76K Buy
+43
New +$3.85K ﹤0.01% 620

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lodestone Wealth Management's OTIS Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Otis Worldwide (OTIS) stake by 35% in Q2 2026, selling an estimated $1.12K and leaving 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Lodestone Wealth Management first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.76K in Q4 2025. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Lodestone Wealth Management held 28 shares of Otis Worldwide worth $2K as of Q2 2026.
  • Lodestone Wealth Management sold 15 Otis Worldwide shares in Q2 2026, an estimated $1.12K.
  • Otis Worldwide made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #684 holding.
  • Lodestone Wealth Management first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Otis Worldwide position peaked at $3.76K in Q4 2025.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.