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Rehmann Capital Advisory Group’s Otis Worldwide OTIS Stock Holding History

Rehmann Capital Advisory 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 		$359K Sell
5,016
-47
-0.9% -$3.51K 0.02% 513
2026
Q1 		$390K Sell
5,063
-1,593
-24% -$139K 0.02% 460
2025
Q4 		$582K Buy
6,656
+391
+6% +$35K 0.03% 353
2025
Q3 		$572K Sell
6,265
-718
-10% -$65.2K 0.03% 360
2025
Q2 		$692K Buy
6,983
+159
+2% +$15.3K 0.04% 287
2025
Q1 		$704K Buy
6,824
+375
+6% +$36.6K 0.04% 282
2024
Q4 		$597K Buy
6,449
+3,582
+125% +$359K 0.04% 313
2024
Q3 		$299K Buy
2,867
+122
+4% +$11.6K 0.02% 467
2024
Q2 		$264K Buy
2,745
+195
+8% +$18.8K 0.02% 483
2024
Q1 		$253K Buy
+2,550
New +$236K 0.02% 493

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

Rehmann Capital Advisory Group's OTIS Position: Q2 2026 in Review

Rehmann Capital Advisory Group reduced its Otis Worldwide (OTIS) stake by 0.93% in Q2 2026, selling an estimated $3.51K and leaving 5,016 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #513.

Rehmann Capital Advisory Group first reported a position in OTIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $704K in Q1 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Rehmann Capital Advisory Group held 5,016 shares of Otis Worldwide worth $359K as of Q2 2026.
  • Rehmann Capital Advisory Group sold 47 Otis Worldwide shares in Q2 2026, an estimated $3.51K.
  • Otis Worldwide made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #513 holding.
  • Rehmann Capital Advisory Group first reported a position in Otis Worldwide in Q1 2024 and has held it in 10 quarters since.
  • Rehmann Capital Advisory Group's Otis Worldwide position peaked at $704K in Q1 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.