NVWM LLC’s Otis Worldwide OTIS Stock Holding History

NVWM LLC’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	$716	Buy	10 +5	+100%	+$373	﹤0.01%	644
2026 Q1	$385	Hold	5	–	–	﹤0.01%	671
2025 Q4	$437	Sell	5 -5	-50%	-$447	﹤0.01%	661
2025 Q3	$914	Sell	10 -94	-90%	-$8.53K	﹤0.01%	543
2025 Q2	$10.3K	Buy	104 +94	+940%	+$9.07K	﹤0.01%	313
2025 Q1	$1.03K	Buy	10 +5	+100%	+$488	﹤0.01%	486
2024 Q4	$463	Hold	5	–	–	﹤0.01%	570
2024 Q3	$520	Sell	5 -10	-67%	-$953	﹤0.01%	543
2024 Q2	$1.44K	Buy	15 +5	+50%	+$482	﹤0.01%	394
2024 Q1	$993	Buy	+10	New	+$924	﹤0.01%	407
2021 Q3	–	Sell	-12	Closed	-$1K	–	515
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	429
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	401
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	382
2020 Q3	$1K	Sell	12 -25	-68%	-$1.53K	﹤0.01%	358
2020 Q2	$2K	Buy	+37	New	+$1.92K	﹤0.01%	316

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 $3.38T AUM 44.17% 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

NVWM LLC's OTIS Position: Q2 2026 in Review

NVWM LLC increased its Otis Worldwide (OTIS) stake by 100% in Q2 2026, buying an estimated $373 and bringing the position to 10 shares worth $716. The position accounts for ﹤0.01% of the portfolio, ranked #644.

NVWM LLC first reported a position in OTIS in Q2 2020 and has held it in 15 quarters since. The position peaked at $10.3K in Q2 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

NVWM LLC held 10 shares of Otis Worldwide worth $716 as of Q2 2026.
NVWM LLC bought 5 Otis Worldwide shares in Q2 2026, an estimated $373.
Otis Worldwide made up ﹤0.01% of NVWM LLC's portfolio in Q2 2026, its #644 holding.
NVWM LLC first reported a position in Otis Worldwide in Q2 2020 and has held it in 15 quarters since.
NVWM LLC's Otis Worldwide position peaked at $10.3K in Q2 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.