Oakmont Advisory Group’s Otis Worldwide OTIS Stock Holding History

Oakmont Advisory 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	$676	Buy	+9	New	+$672	﹤0.01%	471

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

Oakmont Advisory Group's OTIS Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in Otis Worldwide (OTIS) in Q2 2026: 9 shares worth $676. The stake represents ﹤0.01% of the portfolio and ranks #471 among its holdings.

1,218 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Oakmont Advisory Group held 9 shares of Otis Worldwide worth $676 as of Q2 2026.
Otis Worldwide was a new Oakmont Advisory Group position in Q2 2026.
Otis Worldwide made up ﹤0.01% of Oakmont Advisory Group's portfolio in Q2 2026, its #471 holding.
1,218 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.