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Orographic Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Orographic Financial 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 		$241K Hold
3,259
– – 0.16% 93
2026
Q1 		$251K Buy
+3,259
New +$285K 0.18% 93

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

Orographic Financial Advisors's OTIS Position: Q2 2026 in Review

Orographic Financial Advisors held its Otis Worldwide (OTIS) position steady in Q2 2026 at 3,259 shares worth $241K. The position accounts for 0.16% of the portfolio, ranked #93.

Orographic Financial Advisors first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $251K in Q1 2026. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Orographic Financial Advisors held 3,259 shares of Otis Worldwide worth $241K as of Q2 2026.
  • Orographic Financial Advisors left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.16% of Orographic Financial Advisors's portfolio in Q2 2026, its #93 holding.
  • Orographic Financial Advisors first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • Orographic Financial Advisors's Otis Worldwide position peaked at $251K in Q1 2026.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Orographic Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.