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Private Wealth Asset Management’s Otis Worldwide OTIS Stock Holding History

Private Wealth 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 		$312K Sell
4,355
-172
-4% -$12.8K 0.03% 229
2026
Q1 		$349K Sell
4,527
-4
-0.1% -$350 0.04% 204
2025
Q4 		$396K Hold
4,531
– – 0.04% 190
2025
Q3 		$414K Hold
4,531
– – 0.05% 177
2025
Q2 		$449K Sell
4,531
-97
-2% -$9.36K 0.06% 171
2025
Q1 		$478K Buy
+4,628
New +$452K 0.07% 153

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

Private Wealth Asset Management's OTIS Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Otis Worldwide (OTIS) stake by 3.8% in Q2 2026, selling an estimated $12.8K and leaving 4,355 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #229.

Private Wealth Asset Management first reported a position in OTIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $478K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Private Wealth Asset Management held 4,355 shares of Otis Worldwide worth $312K as of Q2 2026.
  • Private Wealth Asset Management sold 172 Otis Worldwide shares in Q2 2026, an estimated $12.8K.
  • Otis Worldwide made up 0.03% of Private Wealth Asset Management's portfolio in Q2 2026, its #229 holding.
  • Private Wealth Asset Management first reported a position in Otis Worldwide in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Otis Worldwide position peaked at $478K in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.