Medallion Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Medallion Wealth Advisors’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	$445K	Sell	6,214 -672	-10%	-$50.2K	0.14%	136
2026 Q1	$531K	Sell	6,886 -17	-0.2%	-$1.49K	0.17%	120
2025 Q4	$603K	Buy	6,903 +1	+0%	+$89	0.2%	108
2025 Q3	$631K	Buy	6,902 +1	+0%	+$91	0.22%	106
2025 Q2	$692K	Sell	6,901 -44	-0.6%	-$4.25K	0.27%	92
2025 Q1	$722K	Buy	6,945 +313	+5%	+$30.6K	0.33%	76
2024 Q4	$624K	Buy	+6,632	New	+$665K	0.31%	80

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Medallion Wealth Advisors's OTIS Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Otis Worldwide (OTIS) stake by 9.8% in Q2 2026, selling an estimated $50.2K and leaving 6,214 shares worth $445K. The position accounts for 0.14% of the portfolio, ranked #136.

Medallion Wealth Advisors first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $722K in Q1 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Medallion Wealth Advisors held 6,214 shares of Otis Worldwide worth $445K as of Q2 2026.
Medallion Wealth Advisors sold 672 Otis Worldwide shares in Q2 2026, an estimated $50.2K.
Otis Worldwide made up 0.14% of Medallion Wealth Advisors's portfolio in Q2 2026, its #136 holding.
Medallion Wealth Advisors first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Otis Worldwide position peaked at $722K in Q1 2025.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.