MWM
OTIS icon

Moran Wealth Management’s Otis Worldwide OTIS Stock Holding History

Moran 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 		$10.3M Buy
144,383
+34,565
+31% +$2.58M 0.28% 118
2026
Q1 		$8.46M Buy
109,818
+233
+0.2% +$20.4K 0.26% 131
2025
Q4 		$9.57M Sell
109,585
-401
-0.4% -$35.9K 0.29% 109
2025
Q3 		$10.1M Buy
+109,986
New +$9.98M 0.3% 107

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

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

Moran Wealth Management increased its Otis Worldwide (OTIS) stake by 31% in Q2 2026, buying an estimated $2.58M and bringing the position to 144,383 shares worth $10.3M. The position accounts for 0.28% of the portfolio, ranked #118.

Moran Wealth Management first reported a position in OTIS in Q3 2025 and has held it in 4 quarters since. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Moran Wealth Management held 144,383 shares of Otis Worldwide worth $10.3M as of Q2 2026.
  • Moran Wealth Management bought 34,565 Otis Worldwide shares in Q2 2026, an estimated $2.58M.
  • Otis Worldwide made up 0.28% of Moran Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Moran Wealth Management first reported a position in Otis Worldwide in Q3 2025 and has held it in 4 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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