Oakmont Corp’s Otis Worldwide OTIS Stock Holding History

Oakmont Corp’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	$50.5K	Hold	705	–	–	0.01%	27
2026 Q1	$54.3K	Hold	705	–	–	0.01%	26
2025 Q4	$61.6K	Hold	705	–	–	0.01%	26
2025 Q3	$64.5K	Hold	705	–	–	0.01%	25
2025 Q2	$69.8K	Hold	705	–	–	0.01%	22
2025 Q1	$72.8K	Hold	705	–	–	0.01%	23
2024 Q4	$65.3K	Hold	705	–	–	0.01%	21
2024 Q3	$70.1K	Hold	705	–	–	0.01%	24
2024 Q2	$67.9K	Hold	705	–	–	0.01%	23
2024 Q1	$70K	Hold	705	–	–	0.02%	25
2023 Q4	$63.1K	Sell	705 -17	-2%	-$1.41K	0.02%	25
2023 Q3	$58K	Hold	722	–	–	0.02%	30
2023 Q2	$64.3K	Sell	722 -47	-6%	-$3.96K	0.01%	29
2023 Q1	$64.9K	Hold	769	–	–	0.01%	30
2022 Q4	$60K	Hold	769	–	–	0.01%	29
2022 Q3	$49K	Hold	769	–	–	0.01%	28
2022 Q2	$54K	Sell	769 -61	-7%	-$4.49K	0.01%	30
2022 Q1	$64K	Hold	830	–	–	0.01%	31
2021 Q4	$72K	Buy	+830	New	+$69.5K	0.01%	21

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 Corp's OTIS Position: Q2 2026 in Review

Oakmont Corp held its Otis Worldwide (OTIS) position steady in Q2 2026 at 705 shares worth $50.5K. The position accounts for 0.01% of the portfolio, ranked #27.

Oakmont Corp first reported a position in OTIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $72.8K in Q1 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Oakmont Corp held 705 shares of Otis Worldwide worth $50.5K as of Q2 2026.
Oakmont Corp left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.01% of Oakmont Corp's portfolio in Q2 2026, its #27 holding.
Oakmont Corp first reported a position in Otis Worldwide in Q4 2021 and has held it in 19 quarters since.
Oakmont Corp's Otis Worldwide position peaked at $72.8K in Q1 2025.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Oakmont Corp's 13F filing for Q2 2026, filed 7 Aug 2026.