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Measured Wealth Private Client Group’s Otis Worldwide OTIS Stock Holding History

Measured Wealth Private Client Group’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 		$18K Hold
251
– – ﹤0.01% 507
2026
Q1 		$19.3K Hold
251
– – 0.01% 478
2025
Q4 		$21.9K Hold
251
– – 0.01% 463
2025
Q3 		$22.9K Buy
+251
New +$22.8K 0.01% 448

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

Measured Wealth Private Client Group's OTIS Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Otis Worldwide (OTIS) position steady in Q2 2026 at 251 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Measured Wealth Private Client Group first reported a position in OTIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.9K in Q3 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Measured Wealth Private Client Group held 251 shares of Otis Worldwide worth $18K as of Q2 2026.
  • Measured Wealth Private Client Group left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #507 holding.
  • Measured Wealth Private Client Group first reported a position in Otis Worldwide in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Otis Worldwide position peaked at $22.9K in Q3 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.