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N.E.W. Advisory Services’s Otis Worldwide OTIS Stock Holding History

N.E.W. Advisory Services’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 		$3.6K Hold
50
– – ﹤0.01% 780
2026
Q1 		$3.85K Buy
+50
New +$4.38K ﹤0.01% 770

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

N.E.W. Advisory Services's OTIS Position: Q2 2026 in Review

N.E.W. Advisory Services held its Otis Worldwide (OTIS) position steady in Q2 2026 at 50 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

N.E.W. Advisory Services first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.85K in Q1 2026. 806 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • N.E.W. Advisory Services held 50 shares of Otis Worldwide worth $3.6K as of Q2 2026.
  • N.E.W. Advisory Services left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #780 holding.
  • N.E.W. Advisory Services first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • N.E.W. Advisory Services's Otis Worldwide position peaked at $3.85K in Q1 2026.
  • 806 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.