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Opal Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Opal Wealth Advisors’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 		– Sell
-1,468
Closed -$113K – 463
2026
Q1 		$113K Buy
+1,468
New +$128K 0.03% 270
2025
Q3 		– Sell
-734
Closed -$72.7K – 440
2025
Q2 		$72.7K Hold
734
– – 0.02% 314
2025
Q1 		$75.7K Buy
+734
New +$71.7K 0.02% 303
2024
Q3 		– Sell
-740
Closed -$71.2K – 880
2024
Q2 		$71.2K Buy
+740
New +$71.3K 0.02% 313

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 $3.37T AUM 44.26% 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

Opal Wealth Advisors's OTIS Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 1,468 shares — an estimated $113K sold.

Opal Wealth Advisors first reported a position in OTIS in Q2 2024 and held it in 4 quarters. The position peaked at $113K in Q1 2026. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,468 Otis Worldwide shares in Q2 2026, an estimated $113K.
  • Opal Wealth Advisors first reported a position in Otis Worldwide in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Otis Worldwide position peaked at $113K in Q1 2026.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.