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Sequoia Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Sequoia Financial 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 		$744K Buy
10,387
+1,166
+13% +$87.1K ﹤0.01% 1087
2026
Q1 		$711K Buy
9,221
+408
+5% +$35.7K ﹤0.01% 1062
2025
Q4 		$770K Buy
8,813
+1,985
+29% +$178K ﹤0.01% 1026
2025
Q3 		$624K Sell
6,828
-786
-10% -$71.4K ﹤0.01% 1019
2025
Q2 		$754K Sell
7,614
-2,322
-23% -$224K 0.01% 811
2025
Q1 		$1.03M Buy
9,936
+719
+8% +$70.2K 0.01% 608
2024
Q4 		$854K Sell
9,217
-2,209
-19% -$222K 0.01% 627
2024
Q3 		$1.19M Buy
11,426
+1,981
+21% +$189K 0.01% 493
2024
Q2 		$909K Buy
9,445
+1,391
+17% +$134K 0.01% 499
2024
Q1 		$800K Sell
8,054
-18,051
-69% -$1.67M 0.01% 534
2023
Q4 		$2.34M Buy
26,105
+18,589
+247% +$1.55M 0.03% 324
2023
Q3 		$604K Buy
7,516
+118
+2% +$10.1K 0.01% 459
2023
Q2 		$659K Buy
7,398
+3,357
+83% +$283K 0.01% 442
2023
Q1 		$341K Buy
4,041
+467
+13% +$38.6K 0.01% 583
2022
Q4 		$280K Buy
3,574
+424
+13% +$31.3K 0.01% 609
2022
Q3 		$201K Sell
3,150
-288
-8% -$21.1K 0.01% 491
2022
Q2 		$243K Sell
3,438
-98
-3% -$7.22K 0.01% 496
2022
Q1 		$272K Buy
3,536
+715
+25% +$57.1K 0.01% 527
2021
Q4 		$246K Buy
+2,821
New +$236K 0.01% 497
2021
Q3 		– Sell
-10,381
Closed -$849K – 394
2021
Q2 		$849K Buy
10,381
+397
+4% +$30.6K 0.03% 218
2021
Q1 		$683K Buy
9,984
+9
+0.1% +$588 0.03% 222
2020
Q4 		$674K Buy
9,975
+395
+4% +$25.6K 0.03% 213
2020
Q3 		$598K Sell
9,580
-282
-3% -$17.2K 0.03% 204
2020
Q2 		$561K Buy
+9,862
New +$511K 0.03% 205

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sequoia Financial Advisors's OTIS Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Otis Worldwide (OTIS) stake by 13% in Q2 2026, buying an estimated $87.1K and bringing the position to 10,387 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Sequoia Financial Advisors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.34M in Q4 2023. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Sequoia Financial Advisors held 10,387 shares of Otis Worldwide worth $744K as of Q2 2026.
  • Sequoia Financial Advisors bought 1,166 Otis Worldwide shares in Q2 2026, an estimated $87.1K.
  • Otis Worldwide made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1087 holding.
  • Sequoia Financial Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Sequoia Financial Advisors's Otis Worldwide position peaked at $2.34M in Q4 2023.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.