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Resonant Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Resonant Capital Advisors’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 		$250K Buy
3,487
+225
+7% +$16.8K 0.01% 451
2026
Q1 		$251K Sell
3,262
-10
-0.3% -$875 0.01% 433
2025
Q4 		$286K Sell
3,272
-512
-14% -$45.8K 0.02% 349
2025
Q3 		$346K Sell
3,784
-235
-6% -$21.3K 0.02% 302
2025
Q2 		$398K Buy
4,019
+318
+9% +$30.7K 0.03% 271
2025
Q1 		$382K Buy
3,701
+246
+7% +$24K 0.03% 249
2024
Q4 		$320K Buy
3,455
+105
+3% +$10.5K 0.02% 259
2024
Q3 		$348K Sell
3,350
-76
-2% -$7.24K 0.03% 255
2024
Q2 		$330K Buy
3,426
+150
+5% +$14.5K 0.03% 252
2024
Q1 		$325K Buy
3,276
+63
+2% +$5.82K 0.03% 255
2023
Q4 		$287K Buy
3,213
+7
+0.2% +$582 0.03% 240
2023
Q3 		$257K Sell
3,206
-661
-17% -$56.5K 0.03% 234
2023
Q2 		$344K Buy
3,867
+12
+0.3% +$1.01K 0.04% 194
2023
Q1 		$325K Sell
3,855
-34
-0.9% -$2.81K 0.04% 195
2022
Q4 		$305K Buy
3,889
+703
+22% +$51.9K 0.04% 211
2022
Q3 		$203K Buy
3,186
+15
+0.5% +$1.1K 0.03% 217
2022
Q2 		$224K Buy
3,171
+122
+4% +$8.98K 0.04% 216
2022
Q1 		$233K Buy
3,049
+34
+1% +$2.72K 0.03% 203
2021
Q4 		$263K Buy
3,015
+59
+2% +$4.94K 0.04% 185
2021
Q3 		$243K Buy
2,956
+53
+2% +$4.66K 0.04% 174
2021
Q2 		$237K Buy
+2,903
New +$223K 0.05% 162
2020
Q3 		– Sell
-3,521
Closed -$200K – 174
2020
Q2 		$200K Buy
+3,521
New +$182K 0.06% 173

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

Resonant Capital Advisors's OTIS Position: Q2 2026 in Review

Resonant Capital Advisors increased its Otis Worldwide (OTIS) stake by 6.9% in Q2 2026, buying an estimated $16.8K and bringing the position to 3,487 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #451.

Resonant Capital Advisors first reported a position in OTIS in Q2 2020 and has held it in 22 quarters since. The position peaked at $398K in Q2 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Resonant Capital Advisors held 3,487 shares of Otis Worldwide worth $250K as of Q2 2026.
  • Resonant Capital Advisors bought 225 Otis Worldwide shares in Q2 2026, an estimated $16.8K.
  • Otis Worldwide made up 0.01% of Resonant Capital Advisors's portfolio in Q2 2026, its #451 holding.
  • Resonant Capital Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 22 quarters since.
  • Resonant Capital Advisors's Otis Worldwide position peaked at $398K in Q2 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.