Merrithew & Thorsten Inc’s Otis Worldwide OTIS Stock Holding History

Merrithew & Thorsten Inc’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	-164	Closed	-$12.3K	–	113
2026 Q1	$12K	Buy	164 +1	+0.6%	+$87	0.01%	76
2025 Q4	$14K	Buy	+163	New	+$14.6K	0.01%	72

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

Merrithew & Thorsten Inc's OTIS Position: Q2 2026 in Review

Merrithew & Thorsten Inc sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 164 shares — an estimated $12.3K sold.

Merrithew & Thorsten Inc first reported a position in OTIS in Q4 2025 and held it in 2 quarters. The position peaked at $14K in Q4 2025. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Merrithew & Thorsten Inc reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
Merrithew & Thorsten Inc sold 164 Otis Worldwide shares in Q2 2026, an estimated $12.3K.
Merrithew & Thorsten Inc first reported a position in Otis Worldwide in Q4 2025 and held it in 2 quarters.
Merrithew & Thorsten Inc's Otis Worldwide position peaked at $14K in Q4 2025.
1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Merrithew & Thorsten Inc's 13F filing for Q2 2026, filed 31 Jul 2026.