ProVise Management Group’s Otis Worldwide OTIS Stock Holding History

ProVise Management Group’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	$599K	Buy	+8,365	New	+$625K	0.04%	169

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 $3.37T AUM 44.26% 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

ProVise Management Group's OTIS Position: Q2 2026 in Review

ProVise Management Group opened a new position in Otis Worldwide (OTIS) in Q2 2026: 8,365 shares worth $599K. The stake represents 0.04% of the portfolio and ranks #169 among its holdings.

1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

ProVise Management Group held 8,365 shares of Otis Worldwide worth $599K as of Q2 2026.
Otis Worldwide was a new ProVise Management Group position in Q2 2026.
Otis Worldwide made up 0.04% of ProVise Management Group's portfolio in Q2 2026, its #169 holding.
1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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