Robinson Smith Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Robinson Smith Wealth 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	$227K	Sell	3,167 -546	-15%	-$40.8K	0.14%	91
2026 Q1	$286K	Hold	3,713	–	–	0.19%	69
2025 Q4	$324K	Sell	3,713 -63	-2%	-$5.64K	0.22%	66
2025 Q3	$345K	Hold	3,776	–	–	0.25%	61
2025 Q2	$374K	Sell	3,776 -29	-0.8%	-$2.8K	0.3%	55
2025 Q1	$393K	Buy	3,805 +29	+0.8%	+$2.83K	0.33%	58
2024 Q4	$350K	Hold	3,776	–	–	0.3%	58
2024 Q3	$392K	Hold	3,776	–	–	0.33%	56
2024 Q2	$363K	Hold	3,776	–	–	0.32%	58
2024 Q1	$375K	Hold	3,776	–	–	0.36%	56
2023 Q4	$338K	Buy	+3,776	New	+$314K	0.33%	60

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Robinson Smith Wealth Advisors's OTIS Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its Otis Worldwide (OTIS) stake by 15% in Q2 2026, selling an estimated $40.8K and leaving 3,167 shares worth $227K. The position accounts for 0.14% of the portfolio, ranked #91.

Robinson Smith Wealth Advisors first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $393K in Q1 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Robinson Smith Wealth Advisors held 3,167 shares of Otis Worldwide worth $227K as of Q2 2026.
Robinson Smith Wealth Advisors sold 546 Otis Worldwide shares in Q2 2026, an estimated $40.8K.
Otis Worldwide made up 0.14% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #91 holding.
Robinson Smith Wealth Advisors first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
Robinson Smith Wealth Advisors's Otis Worldwide position peaked at $393K in Q1 2025.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.