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Moneta Group Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Moneta Group Investment 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 		$297K Buy
4,154
+17
+0.4% +$1.27K ﹤0.01% 701
2026
Q1 		$319K Sell
4,137
-2,798
-40% -$245K ﹤0.01% 613
2025
Q4 		$606K Sell
6,935
-122
-2% -$10.9K ﹤0.01% 454
2025
Q3 		$645K Sell
7,057
-803
-10% -$72.9K 0.01% 435
2025
Q2 		$778K Buy
7,860
+2,448
+45% +$236K 0.01% 350
2025
Q1 		$558K Sell
5,412
-1,174
-18% -$115K 0.01% 393
2024
Q4 		$610K Buy
6,586
+913
+16% +$91.6K 0.01% 364
2024
Q3 		$590K Sell
5,673
-59
-1% -$5.62K 0.01% 375
2024
Q2 		$552K Sell
5,732
-32
-0.6% -$3.08K 0.01% 371
2024
Q1 		$572K Buy
+5,764
New +$533K 0.01% 352
2022
Q4 		– Sell
-3,401
Closed -$217K – 466
2022
Q3 		$217K Sell
3,401
-448
-12% -$32.8K 0.01% 402
2022
Q2 		$272K Buy
3,849
+28
+0.7% +$2.06K 0.01% 396
2022
Q1 		$294K Buy
3,821
+65
+2% +$5.2K 0.01% 360
2021
Q4 		$327K Sell
3,756
-60
-2% -$5.02K 0.01% 366
2021
Q3 		$314K Sell
3,816
-36
-0.9% -$3.17K 0.01% 356
2021
Q2 		$315K Sell
3,852
-180
-4% -$13.9K 0.01% 354
2021
Q1 		$276K Buy
+4,032
New +$264K 0.01% 352

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

Moneta Group Investment Advisors's OTIS Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Otis Worldwide (OTIS) stake by 0.41% in Q2 2026, buying an estimated $1.27K and bringing the position to 4,154 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Moneta Group Investment Advisors first reported a position in OTIS in Q1 2021 and has held it in 17 quarters since. The position peaked at $778K in Q2 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Moneta Group Investment Advisors held 4,154 shares of Otis Worldwide worth $297K as of Q2 2026.
  • Moneta Group Investment Advisors bought 17 Otis Worldwide shares in Q2 2026, an estimated $1.27K.
  • Otis Worldwide made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #701 holding.
  • Moneta Group Investment Advisors first reported a position in Otis Worldwide in Q1 2021 and has held it in 17 quarters since.
  • Moneta Group Investment Advisors's Otis Worldwide position peaked at $778K in Q2 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.