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Navigoe Wealth Management’s Otis Worldwide OTIS Stock Holding History

Navigoe 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 		$2K Buy
28
+3
+12% +$224 ﹤0.01% 228
2026
Q1 		$1K Hold
25
– – ﹤0.01% 201
2025
Q4 		$2K Hold
25
– – ﹤0.01% 208
2025
Q3 		$2K Hold
25
– – ﹤0.01% 205
2025
Q2 		$2K Hold
25
– – ﹤0.01% 144
2025
Q1 		$2K Hold
25
– – ﹤0.01% 142
2024
Q4 		$2K Buy
+25
New +$2.51K ﹤0.01% 141

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

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

Navigoe Wealth Management increased its Otis Worldwide (OTIS) stake by 12% in Q2 2026, buying an estimated $224 and bringing the position to 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Navigoe Wealth Management first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Navigoe Wealth Management held 28 shares of Otis Worldwide worth $2K as of Q2 2026.
  • Navigoe Wealth Management bought 3 Otis Worldwide shares in Q2 2026, an estimated $224.
  • Otis Worldwide made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Navigoe Wealth Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.