MWM
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Modera Wealth Management’s Otis Worldwide OTIS Stock Holding History

Modera 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 		$4.34M Sell
60,554
-5,732
-9% -$428K 0.05% 199
2026
Q1 		$5.11M Buy
66,286
+630
+1% +$55.1K 0.06% 177
2025
Q4 		$5.74M Sell
65,656
-4,054
-6% -$363K 0.07% 173
2025
Q3 		$6.37M Sell
69,710
-777
-1% -$70.5K 0.07% 166
2025
Q2 		$6.98M Buy
70,487
+4,824
+7% +$466K 0.09% 154
2025
Q1 		$6.78M Buy
65,663
+5,109
+8% +$499K 0.09% 148
2024
Q4 		$5.61M Buy
60,554
+14,064
+30% +$1.41M 0.07% 169
2024
Q3 		$4.83M Buy
46,490
+36,935
+387% +$3.52M 0.06% 170
2024
Q2 		$920K Buy
9,555
+334
+4% +$32.2K 0.01% 302
2024
Q1 		$915K Sell
9,221
-129
-1% -$11.9K 0.01% 307
2023
Q4 		$837K Buy
9,350
+18
+0.2% +$1.5K 0.01% 307
2023
Q3 		$749K Buy
9,332
+1,564
+20% +$134K 0.01% 310
2023
Q2 		$691K Buy
+7,768
New +$654K 0.01% 337
2022
Q1 		– Sell
-3,021
Closed -$263K – 524
2021
Q4 		$263K Buy
+3,021
New +$253K 0.01% 464

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

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

Modera Wealth Management reduced its Otis Worldwide (OTIS) stake by 8.6% in Q2 2026, selling an estimated $428K and leaving 60,554 shares worth $4.34M. The position accounts for 0.05% of the portfolio, ranked #199.

Modera Wealth Management first reported a position in OTIS in Q4 2021 and has held it in 14 quarters since. The position peaked at $6.98M in Q2 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Modera Wealth Management held 60,554 shares of Otis Worldwide worth $4.34M as of Q2 2026.
  • Modera Wealth Management sold 5,732 Otis Worldwide shares in Q2 2026, an estimated $428K.
  • Otis Worldwide made up 0.05% of Modera Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Modera Wealth Management first reported a position in Otis Worldwide in Q4 2021 and has held it in 14 quarters since.
  • Modera Wealth Management's Otis Worldwide position peaked at $6.98M in Q2 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.