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Root Financial Partners’s Otis Worldwide OTIS Stock Holding History

Root Financial Partners’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 		– Sell
-1,254
Closed -$96.7K – 2330
2026
Q1 		$96.7K Buy
1,254
+926
+282% +$81K ﹤0.01% 577
2025
Q4 		$28.7K Buy
328
+43
+15% +$3.85K ﹤0.01% 975
2025
Q3 		$26.1K Buy
+285
New +$25.9K ﹤0.01% 981

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

Root Financial Partners's OTIS Position: Q2 2026 in Review

Root Financial Partners sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 1,254 shares — an estimated $96.7K sold.

Root Financial Partners first reported a position in OTIS in Q3 2025 and held it in 3 quarters. The position peaked at $96.7K in Q1 2026. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Root Financial Partners reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,254 Otis Worldwide shares in Q2 2026, an estimated $96.7K.
  • Root Financial Partners first reported a position in Otis Worldwide in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Otis Worldwide position peaked at $96.7K in Q1 2026.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.