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Quotient Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Quotient Wealth Partners’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 		$558K Buy
7,788
+1,343
+21% +$100K 0.01% 195
2026
Q1 		$497K Buy
6,445
+887
+16% +$77.6K 0.01% 195
2025
Q4 		$486K Sell
5,558
-255
-4% -$22.8K 0.01% 197
2025
Q3 		$532K Sell
5,813
-228
-4% -$20.7K 0.01% 185
2025
Q2 		$598K Sell
6,041
-105
-2% -$10.1K 0.02% 161
2025
Q1 		$634K Buy
6,146
+307
+5% +$30K 0.02% 155
2024
Q4 		$541K Buy
5,839
+140
+2% +$14K 0.02% 157
2024
Q3 		$592K Sell
5,699
-174
-3% -$16.6K 0.02% 157
2024
Q2 		$565K Buy
5,873
+206
+4% +$19.9K 0.02% 162
2024
Q1 		$563K Sell
5,667
-2,032
-26% -$188K 0.02% 160
2023
Q4 		$689K Buy
+7,699
New +$640K 0.03% 149

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

Quotient Wealth Partners's OTIS Position: Q2 2026 in Review

Quotient Wealth Partners increased its Otis Worldwide (OTIS) stake by 21% in Q2 2026, buying an estimated $100K and bringing the position to 7,788 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #195.

Quotient Wealth Partners first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $689K in Q4 2023. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Quotient Wealth Partners held 7,788 shares of Otis Worldwide worth $558K as of Q2 2026.
  • Quotient Wealth Partners bought 1,343 Otis Worldwide shares in Q2 2026, an estimated $100K.
  • Otis Worldwide made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #195 holding.
  • Quotient Wealth Partners first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Otis Worldwide position peaked at $689K in Q4 2023.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.