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Salomon & Ludwin’s Otis Worldwide OTIS Stock Holding History

Salomon & Ludwin’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 		$2.33K Hold
33
– – ﹤0.01% 1953
2026
Q1 		$2.57K Sell
33
-155
-82% -$13.6K ﹤0.01% 1902
2025
Q4 		$16.8K Sell
188
-2
-1% -$179 ﹤0.01% 1038
2025
Q3 		$17.4K Buy
190
+156
+459% +$14.2K ﹤0.01% 917
2025
Q2 		$3.39K Hold
34
– – ﹤0.01% 601
2025
Q1 		$3.51K Hold
34
– – ﹤0.01% 542
2024
Q4 		$3.15K Sell
34
-12
-26% -$1.2K ﹤0.01% 553
2024
Q3 		$4.78K Hold
46
– – ﹤0.01% 529
2024
Q2 		$4.43K Sell
46
-17
-27% -$1.64K ﹤0.01% 534
2024
Q1 		$6.25K Sell
63
-18
-22% -$1.66K ﹤0.01% 607
2023
Q4 		$6.5K Hold
81
– – ﹤0.01% 549
2023
Q3 		$6.5K Buy
+81
New +$6.93K ﹤0.01% 547

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

Salomon & Ludwin's OTIS Position: Q2 2026 in Review

Salomon & Ludwin held its Otis Worldwide (OTIS) position steady in Q2 2026 at 33 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Salomon & Ludwin first reported a position in OTIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.4K in Q3 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Salomon & Ludwin held 33 shares of Otis Worldwide worth $2.33K as of Q2 2026.
  • Salomon & Ludwin left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1953 holding.
  • Salomon & Ludwin first reported a position in Otis Worldwide in Q3 2023 and has held it in 12 quarters since.
  • Salomon & Ludwin's Otis Worldwide position peaked at $17.4K in Q3 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.