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Principia Wealth Advisory’s Otis Worldwide OTIS Stock Holding History

Principia Wealth Advisory’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 		$5.66K Buy
79
+67
+558% +$5K ﹤0.01% 339
2026
Q1 		$925 Sell
12
-6
-33% -$525 ﹤0.01% 724
2025
Q4 		$1.57K Buy
18
+1
+6% +$89 ﹤0.01% 530
2025
Q3 		$1.55K Sell
17
-2
-11% -$182 ﹤0.01% 497
2025
Q2 		$1.88K Buy
19
+5
+36% +$483 ﹤0.01% 405
2025
Q1 		$1.32K Buy
14
+6
+75% +$586 ﹤0.01% 349
2024
Q4 		$741 Buy
+8
New +$802 ﹤0.01% 429

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

Principia Wealth Advisory's OTIS Position: Q2 2026 in Review

Principia Wealth Advisory increased its Otis Worldwide (OTIS) stake by 558% in Q2 2026, buying an estimated $5K and bringing the position to 79 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Principia Wealth Advisory first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Principia Wealth Advisory held 79 shares of Otis Worldwide worth $5.66K as of Q2 2026.
  • Principia Wealth Advisory bought 67 Otis Worldwide shares in Q2 2026, an estimated $5K.
  • Otis Worldwide made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #339 holding.
  • Principia Wealth Advisory first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.