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Raffa Wealth Management’s Otis Worldwide OTIS Stock Holding History

Raffa Wealth 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 		$8.16K Buy
114
+11
+11% +$822 ﹤0.01% 472
2026
Q1 		$7.94K Buy
103
+48
+87% +$4.2K ﹤0.01% 440
2025
Q4 		$4.8K Hold
55
– – ﹤0.01% 523
2025
Q3 		$5.03K Hold
55
– – ﹤0.01% 484
2025
Q2 		$5.45K Hold
55
– – ﹤0.01% 487
2025
Q1 		$5.68K Sell
55
-14
-20% -$1.37K ﹤0.01% 414
2024
Q4 		$6.39K Hold
69
– – ﹤0.01% 404
2024
Q3 		$7.17K Hold
69
– – ﹤0.01% 364
2024
Q2 		$6.64K Hold
69
– – ﹤0.01% 509
2024
Q1 		$6.85K Hold
69
– – ﹤0.01% 473
2023
Q4 		$6.17K Hold
69
– – ﹤0.01% 366
2023
Q3 		$5.54K Hold
69
– – ﹤0.01% 361
2023
Q2 		$6.14K Sell
69
-1,150
-94% -$96.9K ﹤0.01% 354
2023
Q1 		$103K Hold
1,219
– – 0.04% 96
2022
Q4 		$95.5K Buy
1,219
+35
+3% +$2.58K 0.04% 91
2022
Q3 		$75.5K Hold
1,184
– – 0.03% 109
2022
Q2 		$83.7K Sell
1,184
-5
-0.4% -$368 0.04% 103
2022
Q1 		$91.5K Buy
1,189
+5
+0.4% +$400 0.03% 98
2021
Q4 		$103K Hold
1,184
– – 0.03% 93
2021
Q3 		$97.4K Hold
1,184
– – 0.03% 77
2021
Q2 		$96.8K Sell
1,184
-1,000
-46% -$77K 0.03% 80
2021
Q1 		$149K Buy
2,184
+1,014
+87% +$66.3K 0.05% 78
2020
Q4 		$79K Sell
1,170
-55
-4% -$3.57K 0.03% 100
2020
Q3 		$76.5K Buy
1,225
+75
+7% +$4.59K 0.03% 94
2020
Q2 		$65.4K Buy
+1,150
New +$59.6K 0.02% 99

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Raffa Wealth Management's OTIS Position: Q2 2026 in Review

Raffa Wealth Management increased its Otis Worldwide (OTIS) stake by 11% in Q2 2026, buying an estimated $822 and bringing the position to 114 shares worth $8.16K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Raffa Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $149K in Q1 2021. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Raffa Wealth Management held 114 shares of Otis Worldwide worth $8.16K as of Q2 2026.
  • Raffa Wealth Management bought 11 Otis Worldwide shares in Q2 2026, an estimated $822.
  • Otis Worldwide made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #472 holding.
  • Raffa Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Raffa Wealth Management's Otis Worldwide position peaked at $149K in Q1 2021.
  • 1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.