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Timothy G. Youngquist 2020 Irrevocable Trust’s Otis Worldwide OTIS Stock Holding History

Timothy G. Youngquist 2020 Irrevocable 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
-137
Closed -$10.6K – 376
2026
Q1 		$10.6K Buy
+137
New +$12K ﹤0.01% 385

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's OTIS Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 137 shares — an estimated $10.6K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in OTIS in Q1 2026 and held it in 1 quarter. The position peaked at $10.6K in Q1 2026. 682 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 137 Otis Worldwide shares in Q2 2026, an estimated $10.6K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Otis Worldwide in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Otis Worldwide position peaked at $10.6K in Q1 2026.
  • 682 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.