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Sanctuary Advisors’s Otis Worldwide OTIS Stock Holding History

Sanctuary 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 		$3.3M Buy
46,034
+11,816
+35% +$883K 0.02% 774
2026
Q1 		$2.64M Buy
34,218
+11,646
+52% +$1.02M 0.01% 810
2025
Q4 		$1.97M Sell
22,572
-1,524
-6% -$136K 0.01% 942
2025
Q3 		$2.2M Buy
24,096
+6,787
+39% +$616K 0.01% 842
2025
Q2 		$1.71M Sell
17,309
-2,382
-12% -$230K 0.01% 926
2025
Q1 		$2.03M Sell
19,691
-2,464
-11% -$241K 0.01% 771
2024
Q4 		$2.11M Sell
22,155
-1,068
-5% -$107K 0.01% 839
2024
Q3 		$2.35M Buy
23,223
+737
+3% +$70.2K 0.01% 783
2024
Q2 		$2.07M Buy
+22,486
New +$2.17M 0.02% 788

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

Sanctuary Advisors's OTIS Position: Q2 2026 in Review

Sanctuary Advisors increased its Otis Worldwide (OTIS) stake by 35% in Q2 2026, buying an estimated $883K and bringing the position to 46,034 shares worth $3.3M. The position accounts for 0.02% of the portfolio, ranked #774.

Sanctuary Advisors first reported a position in OTIS in Q2 2024 and has held it in 9 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Sanctuary Advisors held 46,034 shares of Otis Worldwide worth $3.3M as of Q2 2026.
  • Sanctuary Advisors bought 11,816 Otis Worldwide shares in Q2 2026, an estimated $883K.
  • Otis Worldwide made up 0.02% of Sanctuary Advisors's portfolio in Q2 2026, its #774 holding.
  • Sanctuary Advisors first reported a position in Otis Worldwide in Q2 2024 and has held it in 9 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.