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Nalls Sherbakoff Group’s Otis Worldwide OTIS Stock Holding History

Nalls Sherbakoff 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 		$3.58K Hold
50
– – ﹤0.01% 321
2026
Q1 		$3.85K Hold
50
– – ﹤0.01% 352
2025
Q4 		$4.37K Hold
50
– – ﹤0.01% 377
2025
Q3 		$4.57K Hold
50
– – ﹤0.01% 362
2025
Q2 		$4.95K Sell
50
-100
-67% -$9.65K ﹤0.01% 355
2025
Q1 		$15.5K Buy
+150
New +$14.7K 0.01% 269
2023
Q4 		$13.4K Hold
150
– – 0.01% 257
2023
Q3 		$12K Hold
150
– – 0.01% 255
2023
Q2 		$11.9K Hold
150
– – 0.01% 257
2023
Q1 		$12.5K Buy
+150
New +$12.4K 0.01% 263

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

Nalls Sherbakoff Group's OTIS Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Otis Worldwide (OTIS) position steady in Q2 2026 at 50 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Nalls Sherbakoff Group first reported a position in OTIS in Q1 2023 and has held it in 10 quarters since. The position peaked at $15.5K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Nalls Sherbakoff Group held 50 shares of Otis Worldwide worth $3.58K as of Q2 2026.
  • Nalls Sherbakoff Group left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #321 holding.
  • Nalls Sherbakoff Group first reported a position in Otis Worldwide in Q1 2023 and has held it in 10 quarters since.
  • Nalls Sherbakoff Group's Otis Worldwide position peaked at $15.5K in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.