Oppenheimer Asset Management’s Otis Worldwide OTIS Stock Holding History

Oppenheimer Asset Management’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	$1.45M	Buy	20,308 +13,190	+185%	+$985K	0.02%	663
2026 Q1	$549K	Buy	+7,118	New	+$623K	0.01%	856
2022 Q4	–	Sell	-3,124	Closed	-$200K	–	1170
2022 Q3	$200K	Sell	3,124 -110	-3%	-$8.05K	﹤0.01%	1054
2022 Q2	$229K	Buy	3,234 +62	+2%	+$4.57K	﹤0.01%	1035
2022 Q1	$244K	Buy	3,172 +98	+3%	+$7.83K	﹤0.01%	1075
2021 Q4	$267K	Sell	3,074 -613	-17%	-$51.3K	﹤0.01%	1106
2021 Q3	$304K	Sell	3,687 -17	-0.5%	-$1.5K	﹤0.01%	1052
2021 Q2	$304K	Sell	3,704 -2,497	-40%	-$192K	﹤0.01%	1053
2021 Q1	$424K	Buy	6,201 +793	+15%	+$51.8K	0.01%	958
2020 Q4	$365K	Buy	5,408 +73	+1%	+$4.74K	0.01%	950
2020 Q3	$333K	Sell	5,335 -606	-10%	-$37.1K	0.01%	908
2020 Q2	$337K	Buy	+5,941	New	+$308K	0.01%	906

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

Oppenheimer Asset Management's OTIS Position: Q2 2026 in Review

Oppenheimer Asset Management increased its Otis Worldwide (OTIS) stake by 185% in Q2 2026, buying an estimated $985K and bringing the position to 20,308 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #663.

Oppenheimer Asset Management first reported a position in OTIS in Q2 2020 and has held it in 12 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Oppenheimer Asset Management held 20,308 shares of Otis Worldwide worth $1.45M as of Q2 2026.
Oppenheimer Asset Management bought 13,190 Otis Worldwide shares in Q2 2026, an estimated $985K.
Otis Worldwide made up 0.02% of Oppenheimer Asset Management's portfolio in Q2 2026, its #663 holding.
Oppenheimer Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 12 quarters since.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.