Phoenix Financial’s Otis Worldwide OTIS Stock Holding History

Phoenix Financial’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	$310K	Buy	4,333 +356	+9%	+$26.6K	﹤0.01%	424
2026 Q1	$308K	Buy	3,977 +736	+23%	+$64.4K	﹤0.01%	380
2025 Q4	$283K	Buy	3,241 +623	+24%	+$55.7K	﹤0.01%	391
2025 Q3	$239K	Buy	+2,618	New	+$238K	﹤0.01%	417

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

Phoenix Financial's OTIS Position: Q2 2026 in Review

Phoenix Financial increased its Otis Worldwide (OTIS) stake by 9% in Q2 2026, buying an estimated $26.6K and bringing the position to 4,333 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Phoenix Financial first reported a position in OTIS in Q3 2025 and has held it in 4 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Phoenix Financial held 4,333 shares of Otis Worldwide worth $310K as of Q2 2026.
Phoenix Financial bought 356 Otis Worldwide shares in Q2 2026, an estimated $26.6K.
Otis Worldwide made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #424 holding.
Phoenix Financial first reported a position in Otis Worldwide in Q3 2025 and has held it in 4 quarters since.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.