OIS
OTIS icon

Okabena Investment Services’s Otis Worldwide OTIS Stock Holding History

Okabena Investment Services’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 		$1.38M Buy
19,297
+3,033
+19% +$227K 0.25% 62
2026
Q1 		$1.25M Sell
16,264
-464
-3% -$40.6K 0.24% 68
2025
Q4 		$1.46M Sell
16,728
-653
-4% -$58.4K 0.28% 62
2025
Q3 		$1.59M Sell
17,381
-5,079
-23% -$461K 0.31% 55
2025
Q2 		$2.22M Sell
22,460
-2,484
-10% -$240K 0.49% 38
2025
Q1 		$2.57M Buy
24,944
+1,336
+6% +$131K 0.65% 34
2024
Q4 		$2.19M Sell
23,608
-1,942
-8% -$195K 0.61% 39
2024
Q3 		$2.66M Hold
25,550
– – 0.75% 25
2024
Q2 		$2.46M Sell
25,550
-5,911
-19% -$570K 0.78% 28
2024
Q1 		$3.12M Sell
31,461
-3,886
-11% -$359K 1.04% 26
2023
Q4 		$3.16M Sell
35,347
-3,355
-9% -$279K 1.23% 23
2023
Q3 		$3.11M Sell
38,702
-5,102
-12% -$436K 2.42% 10
2023
Q2 		$3.9M Sell
43,804
-10,333
-19% -$871K 2.85% 9
2023
Q1 		$4.57M Buy
54,137
+9,054
+20% +$749K 3.19% 7
2022
Q4 		$3.53M Sell
45,083
-13,752
-23% -$1.02M 2.34% 8
2022
Q3 		$3.75M Sell
58,835
-7,455
-11% -$545K 1.81% 13
2022
Q2 		$4.68M Buy
66,290
+33,350
+101% +$2.46M 2.41% 9
2022
Q1 		$2.54M Buy
32,940
+4,925
+18% +$394K 1.07% 22
2021
Q4 		$2.44M Buy
28,015
+75
+0.3% +$6.28K 0.93% 27
2021
Q3 		$2.3M Buy
27,940
+2,551
+10% +$224K 1.21% 19
2021
Q2 		$2.08M Buy
25,389
+2,316
+10% +$178K 0.98% 30
2021
Q1 		$1.58M Buy
23,073
+4,439
+24% +$290K 0.85% 31
2020
Q4 		$1.26M Buy
18,634
+43
+0.2% +$2.79K 0.73% 31
2020
Q3 		$1.16M Buy
+18,591
New +$1.14M 0.89% 40

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

Okabena Investment Services's OTIS Position: Q2 2026 in Review

Okabena Investment Services increased its Otis Worldwide (OTIS) stake by 19% in Q2 2026, buying an estimated $227K and bringing the position to 19,297 shares worth $1.38M. The position accounts for 0.25% of the portfolio, ranked #62.

Okabena Investment Services first reported a position in OTIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.68M in Q2 2022. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Okabena Investment Services held 19,297 shares of Otis Worldwide worth $1.38M as of Q2 2026.
  • Okabena Investment Services bought 3,033 Otis Worldwide shares in Q2 2026, an estimated $227K.
  • Otis Worldwide made up 0.25% of Okabena Investment Services's portfolio in Q2 2026, its #62 holding.
  • Okabena Investment Services first reported a position in Otis Worldwide in Q3 2020 and has held it in 24 quarters since.
  • Okabena Investment Services's Otis Worldwide position peaked at $4.68M in Q2 2022.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.