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Purpose Unlimited Inc’s Otis Worldwide OTIS Stock Holding History

Purpose Unlimited Inc’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 		$3.64K Hold
50
– – ﹤0.01% 504
2026
Q1 		$3.85K Hold
50
– – ﹤0.01% 457
2025
Q4 		$4.37K Buy
+50
New +$4.47K ﹤0.01% 350

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

Purpose Unlimited Inc's OTIS Position: Q2 2026 in Review

Purpose Unlimited Inc held its Otis Worldwide (OTIS) position steady in Q2 2026 at 50 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Purpose Unlimited Inc first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.37K in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Purpose Unlimited Inc held 50 shares of Otis Worldwide worth $3.64K as of Q2 2026.
  • Purpose Unlimited Inc left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #504 holding.
  • Purpose Unlimited Inc first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Purpose Unlimited Inc's Otis Worldwide position peaked at $4.37K in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.