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Ritholtz Wealth Management’s Otis Worldwide OTIS Stock Holding History

Ritholtz 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 		$445K Buy
6,213
+2,089
+51% +$156K 0.01% 901
2026
Q1 		$318K Buy
4,124
+444
+12% +$38.8K 0.01% 954
2025
Q4 		$321K Buy
3,680
+843
+30% +$75.4K 0.01% 863
2025
Q3 		$259K Sell
2,837
-72
-2% -$6.54K 0.01% 896
2025
Q2 		$288K Buy
2,909
+2
+0.1% +$193 0.01% 809
2025
Q1 		$300K Buy
2,907
+69
+2% +$6.74K 0.01% 752
2024
Q4 		$263K Sell
2,838
-13
-0.5% -$1.3K 0.01% 743
2024
Q3 		$296K Sell
2,851
-596
-17% -$56.8K 0.01% 702
2024
Q2 		$332K Buy
3,447
+335
+11% +$32.3K 0.01% 629
2024
Q1 		$309K Buy
3,112
+409
+15% +$37.8K 0.01% 630
2023
Q4 		$242K Sell
2,703
-56
-2% -$4.66K 0.01% 650
2023
Q3 		$222K Sell
2,759
-1,569
-36% -$134K 0.01% 628
2023
Q2 		$385K Buy
4,328
+675
+18% +$56.9K 0.02% 485
2023
Q1 		$308K Buy
+3,653
New +$302K 0.02% 514
2022
Q4 		– Sell
-4,021
Closed -$257K – 695
2022
Q3 		$257K Buy
+4,021
New +$294K 0.01% 591

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Ritholtz Wealth Management increased its Otis Worldwide (OTIS) stake by 51% in Q2 2026, buying an estimated $156K and bringing the position to 6,213 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #901.

Ritholtz Wealth Management first reported a position in OTIS in Q3 2022 and has held it in 15 quarters since. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Ritholtz Wealth Management held 6,213 shares of Otis Worldwide worth $445K as of Q2 2026.
  • Ritholtz Wealth Management bought 2,089 Otis Worldwide shares in Q2 2026, an estimated $156K.
  • Otis Worldwide made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #901 holding.
  • Ritholtz Wealth Management first reported a position in Otis Worldwide in Q3 2022 and has held it in 15 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.