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Milestone Asset Management Group’s Otis Worldwide OTIS Stock Holding History

Milestone Asset Management 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 		$386K Buy
5,385
+8
+0.1% +$598 0.19% 97
2026
Q1 		$414K Buy
5,377
+7
+0.1% +$612 0.24% 81
2025
Q4 		$469K Buy
5,370
+6
+0.1% +$537 0.26% 76
2025
Q3 		$490K Buy
5,364
+6
+0.1% +$545 0.31% 72
2025
Q2 		$531K Buy
5,358
+5
+0.1% +$483 0.39% 62
2025
Q1 		$552K Buy
5,353
+5
+0.1% +$488 0.5% 54
2024
Q4 		$495K Buy
+5,348
New +$536K 0.44% 56

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

Milestone Asset Management Group's OTIS Position: Q2 2026 in Review

Milestone Asset Management Group increased its Otis Worldwide (OTIS) stake by 0.15% in Q2 2026, buying an estimated $598 and bringing the position to 5,385 shares worth $386K. The position accounts for 0.19% of the portfolio, ranked #97.

Milestone Asset Management Group first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $552K in Q1 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Milestone Asset Management Group held 5,385 shares of Otis Worldwide worth $386K as of Q2 2026.
  • Milestone Asset Management Group bought 8 Otis Worldwide shares in Q2 2026, an estimated $598.
  • Otis Worldwide made up 0.19% of Milestone Asset Management Group's portfolio in Q2 2026, its #97 holding.
  • Milestone Asset Management Group first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • Milestone Asset Management Group's Otis Worldwide position peaked at $552K in Q1 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.