LPL Financial
OTIS icon

LPL Financial’s Otis Worldwide OTIS Stock Holding History

LPL 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 		$28.8M Buy
402,690
+126,106
+46% +$9.42M 0.01% 1335
2026
Q1 		$21.3M Buy
276,584
+27,369
+11% +$2.39M 0.01% 1429
2025
Q4 		$21.8M Buy
249,215
+30,539
+14% +$2.73M 0.01% 1362
2025
Q3 		$20M Sell
218,676
-9,711
-4% -$882K 0.01% 1371
2025
Q2 		$22.6M Sell
228,387
-7,554
-3% -$729K 0.01% 1180
2025
Q1 		$24.3M Buy
235,941
+25,878
+12% +$2.53M 0.01% 1034
2024
Q4 		$19.5M Buy
210,063
+36,032
+21% +$3.61M 0.01% 1107
2024
Q3 		$18.1M Buy
174,031
+15,943
+10% +$1.52M 0.01% 1101
2024
Q2 		$15.2M Buy
158,088
+18,769
+13% +$1.81M 0.01% 1101
2024
Q1 		$13.8M Buy
139,319
+14,767
+12% +$1.36M 0.01% 1125
2023
Q4 		$11.1M Buy
124,552
+7,460
+6% +$620K 0.01% 1180
2023
Q3 		$9.4M Buy
117,092
+18,478
+19% +$1.58M 0.01% 1199
2023
Q2 		$8.78M Buy
98,614
+5,557
+6% +$468K 0.01% 1205
2023
Q1 		$7.85M Sell
93,057
-2,562
-3% -$212K 0.01% 1235
2022
Q4 		$7.49M Sell
95,619
-9,759
-9% -$721K 0.01% 1215
2022
Q3 		$6.72M Sell
105,378
-1,246
-1% -$91.2K 0.01% 1178
2022
Q2 		$7.54M Buy
106,624
+2,388
+2% +$176K 0.01% 1126
2022
Q1 		$8.02M Buy
104,236
+537
+0.5% +$42.9K 0.01% 1118
2021
Q4 		$9.03M Sell
103,699
-29,234
-22% -$2.45M 0.01% 1082
2021
Q3 		$10.9M Buy
132,933
+2,521
+2% +$222K 0.01% 907
2021
Q2 		$10.7M Buy
130,412
+27,210
+26% +$2.09M 0.01% 875
2021
Q1 		$7.06M Buy
103,202
+13,860
+16% +$906K 0.01% 1016
2020
Q4 		$6.04M Buy
89,342
+1,700
+2% +$110K 0.01% 1009
2020
Q3 		$5.47M Sell
87,642
-16,111
-16% -$985K 0.01% 905
2020
Q2 		$5.9M Buy
+103,753
New +$5.38M 0.01% 797

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

LPL Financial's OTIS Position: Q2 2026 in Review

LPL Financial increased its Otis Worldwide (OTIS) stake by 46% in Q2 2026, buying an estimated $9.42M and bringing the position to 402,690 shares worth $28.8M. The position accounts for 0.01% of the portfolio, ranked #1335.

LPL Financial first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • LPL Financial held 402,690 shares of Otis Worldwide worth $28.8M as of Q2 2026.
  • LPL Financial bought 126,106 Otis Worldwide shares in Q2 2026, an estimated $9.42M.
  • Otis Worldwide made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1335 holding.
  • LPL Financial first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.