NewEdge Wealth’s Otis Worldwide OTIS Stock Holding History

NewEdge Wealth’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	$208K	Buy	+2,903	New	+$217K	﹤0.01%	1172
2026 Q1	–	Sell	-4,955	Closed	-$433K	–	1245
2025 Q4	$433K	Buy	+4,955	New	+$443K	﹤0.01%	898
2025 Q3	–	Sell	-2,378	Closed	-$208K	–	1054
2025 Q2	$208K	Buy	+2,378	New	+$230K	﹤0.01%	922
2025 Q1	–	Sell	-3,320	Closed	-$307K	–	975
2024 Q4	$307K	Buy	3,320 +138	+4%	+$13.8K	0.01%	758
2024 Q3	$331K	Sell	3,182 -338	-10%	-$32.2K	0.01%	704
2024 Q2	$339K	Sell	3,520 -141	-4%	-$13.6K	0.01%	626
2024 Q1	$336K	Sell	3,661 -141	-4%	-$13K	0.01%	641
2023 Q4	$340K	Sell	3,802 -57	-1%	-$4.74K	0.01%	589
2023 Q3	$310K	Buy	3,859 +364	+10%	+$31.1K	0.01%	540
2023 Q2	$311K	Buy	+3,495	New	+$294K	0.01%	536

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

NewEdge Wealth's OTIS Position: Q2 2026 in Review

NewEdge Wealth opened a new position in Otis Worldwide (OTIS) in Q2 2026: 2,903 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1172 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in OTIS as recently as Q4 2025.

NewEdge Wealth first reported a position in OTIS in Q2 2023 and has held it in 10 quarters since. The position peaked at $433K in Q4 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

NewEdge Wealth held 2,903 shares of Otis Worldwide worth $208K as of Q2 2026.
Otis Worldwide was a new NewEdge Wealth position in Q2 2026.
Otis Worldwide made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1172 holding.
NewEdge Wealth first reported a position in Otis Worldwide in Q2 2023 and has held it in 10 quarters since.
NewEdge Wealth's Otis Worldwide position peaked at $433K in Q4 2025.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.