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Rialto Wealth Management’s Otis Worldwide OTIS Stock Holding History

Rialto 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 		$279K Sell
3,898
-8
-0.2% -$598 0.06% 146
2026
Q1 		$301K Buy
3,906
+9
+0.2% +$787 0.07% 130
2025
Q4 		$340K Buy
3,897
+1
+0% +$89 0.08% 121
2025
Q3 		$356K Sell
3,896
-21
-0.5% -$1.91K 0.09% 112
2025
Q2 		$388K Buy
3,917
+14
+0.4% +$1.35K 0.11% 106
2025
Q1 		$403K Buy
3,903
+14
+0.4% +$1.37K 0.13% 104
2024
Q4 		$360K Buy
+3,889
New +$390K 0.12% 109

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

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

Rialto Wealth Management reduced its Otis Worldwide (OTIS) stake by 0.2% in Q2 2026, selling an estimated $598 and leaving 3,898 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #146.

Rialto Wealth Management first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $403K in Q1 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Rialto Wealth Management held 3,898 shares of Otis Worldwide worth $279K as of Q2 2026.
  • Rialto Wealth Management sold 8 Otis Worldwide shares in Q2 2026, an estimated $598.
  • Otis Worldwide made up 0.06% of Rialto Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Rialto Wealth Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Otis Worldwide position peaked at $403K in Q1 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.