Raymond James Financial
OTIS icon

Raymond James Financial’s Otis Worldwide OTIS Stock Holding History

Raymond James Financial’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 		$54.2M Buy
757,154
+271,833
+56% +$20.3M 0.01% 900
2026
Q1 		$37.4M Buy
485,321
+219,494
+83% +$19.2M 0.01% 1037
2025
Q4 		$23.2M Sell
265,827
-2,622
-1% -$235K 0.01% 1337
2025
Q3 		$24.5M Buy
268,449
+14,242
+6% +$1.29M 0.01% 1274
2025
Q2 		$25.2M Buy
254,207
+6,043
+2% +$583K 0.01% 1192
2025
Q1 		$25.6M Sell
248,164
-15,849
-6% -$1.55M 0.01% 1122
2024
Q4 		$24.5M Buy
+264,013
New +$26.5M 0.01% 1170

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

Raymond James Financial's OTIS Position: Q2 2026 in Review

Raymond James Financial increased its Otis Worldwide (OTIS) stake by 56% in Q2 2026, buying an estimated $20.3M and bringing the position to 757,154 shares worth $54.2M. The position accounts for 0.01% of the portfolio, ranked #900.

Raymond James Financial first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Raymond James Financial held 757,154 shares of Otis Worldwide worth $54.2M as of Q2 2026.
  • Raymond James Financial bought 271,833 Otis Worldwide shares in Q2 2026, an estimated $20.3M.
  • Otis Worldwide made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #900 holding.
  • Raymond James Financial first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.