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Roehl & Yi Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Roehl & Yi Investment 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 		$205K Buy
2,863
+4
+0.1% +$299 0.07% 180
2026
Q1 		$220K Buy
+2,859
New +$250K 0.08% 160

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

Roehl & Yi Investment Advisors's OTIS Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Otis Worldwide (OTIS) stake by 0.14% in Q2 2026, buying an estimated $299 and bringing the position to 2,863 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #180.

Roehl & Yi Investment Advisors first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $220K in Q1 2026. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Roehl & Yi Investment Advisors held 2,863 shares of Otis Worldwide worth $205K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 4 Otis Worldwide shares in Q2 2026, an estimated $299.
  • Otis Worldwide made up 0.07% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #180 holding.
  • Roehl & Yi Investment Advisors first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • Roehl & Yi Investment Advisors's Otis Worldwide position peaked at $220K in Q1 2026.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.