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Meridian Wealth Management’s Otis Worldwide OTIS Stock Holding History

Meridian 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 		$217K Buy
3,030
+5
+0.2% +$373 0.01% 770
2026
Q1 		$233K Buy
3,025
+4
+0.1% +$350 0.01% 717
2025
Q4 		$264K Hold
3,021
– – 0.01% 643
2025
Q3 		$276K Buy
3,021
+37
+1% +$3.36K 0.01% 600
2025
Q2 		$295K Sell
2,984
-44
-1% -$4.25K 0.01% 563
2025
Q1 		$313K Buy
3,028
+34
+1% +$3.32K 0.02% 514
2024
Q4 		$277K Sell
2,994
-97
-3% -$9.73K 0.01% 532
2024
Q3 		$321K Sell
3,091
-13
-0.4% -$1.24K 0.02% 500
2024
Q2 		$299K Buy
+3,104
New +$299K 0.04% 235
2024
Q1 		– Sell
-3,146
Closed -$281K – 403
2023
Q4 		$281K Buy
3,146
+7
+0.2% +$582 0.02% 509
2023
Q3 		$252K Sell
3,139
-49
-2% -$4.19K 0.02% 476
2023
Q2 		$284K Buy
3,188
+1
+0% +$84 0.02% 447
2023
Q1 		$269K Sell
3,187
-75
-2% -$6.21K 0.02% 448
2022
Q4 		$255K Buy
3,262
+80
+3% +$5.91K 0.03% 450
2022
Q3 		$203K Sell
3,182
-158
-5% -$11.6K 0.02% 454
2022
Q2 		$236K Buy
3,340
+437
+15% +$32.2K 0.02% 487
2022
Q1 		$223K Sell
2,903
-85
-3% -$6.79K 0.02% 356
2021
Q4 		$260K Sell
2,988
-1
-0% -$84 0.03% 343
2021
Q3 		$246K Hold
2,989
– – 0.03% 340
2021
Q2 		$244K Buy
2,989
+1
+0% +$77 0.03% 338
2021
Q1 		$205K Sell
2,988
-484
-14% -$31.6K 0.03% 348
2020
Q4 		$234K Buy
+3,472
New +$225K 0.04% 292

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

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

Meridian Wealth Management increased its Otis Worldwide (OTIS) stake by 0.17% in Q2 2026, buying an estimated $373 and bringing the position to 3,030 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #770.

Meridian Wealth Management first reported a position in OTIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $321K in Q3 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Meridian Wealth Management held 3,030 shares of Otis Worldwide worth $217K as of Q2 2026.
  • Meridian Wealth Management bought 5 Otis Worldwide shares in Q2 2026, an estimated $373.
  • Otis Worldwide made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #770 holding.
  • Meridian Wealth Management first reported a position in Otis Worldwide in Q4 2020 and has held it in 22 quarters since.
  • Meridian Wealth Management's Otis Worldwide position peaked at $321K in Q3 2024.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.