Shakespeare Wealth Management’s Otis Worldwide OTIS Stock Holding History

Shakespeare Wealth Management’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	$297K	Hold	4,142	–	–	0.08%	69
2026 Q1	$319K	Hold	4,142	–	–	0.08%	78
2025 Q4	$362K	Hold	4,142	–	–	0.08%	77
2025 Q3	$379K	Sell	4,142 -18	-0.4%	-$1.63K	0.09%	73
2025 Q2	$412K	Hold	4,160	–	–	0.11%	68
2025 Q1	$429K	Buy	4,160 +8	+0.2%	+$782	0.12%	69
2024 Q4	$385K	Hold	4,152	–	–	0.1%	71
2024 Q3	$432K	Buy	4,152 +10	+0.2%	+$953	0.11%	68
2024 Q2	$399K	Hold	4,142	–	–	0.12%	65
2024 Q1	$411K	Hold	4,142	–	–	0.12%	62
2023 Q4	$371K	Sell	4,142 -9	-0.2%	-$748	0.11%	61
2023 Q3	$333K	Hold	4,151	–	–	0.12%	63
2023 Q2	$369K	Hold	4,151	–	–	0.13%	60
2023 Q1	$350K	Hold	4,151	–	–	0.12%	59
2022 Q4	$325K	Hold	4,151	–	–	0.12%	60
2022 Q3	$265K	Sell	4,151 -3	-0.1%	-$219	0.11%	61
2022 Q2	$290K	Hold	4,154	–	–	0.12%	58
2022 Q1	$318K	Buy	4,154 +3	+0.1%	+$240	0.11%	57
2021 Q4	$361K	Sell	4,151 -20	-0.5%	-$1.67K	0.13%	55
2021 Q3	$344K	Buy	4,171 +29	+0.7%	+$2.55K	0.13%	57
2021 Q2	$373K	Hold	4,142	–	–	0.14%	54
2021 Q1	$284K	Hold	4,142	–	–	0.12%	61
2020 Q4	$280K	Hold	4,142	–	–	0.12%	61
2020 Q3	$259K	Hold	4,142	–	–	0.14%	55
2020 Q2	$236K	Buy	+4,142	New	+$215K	0.14%	57

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Shakespeare Wealth Management's OTIS Position: Q2 2026 in Review

Shakespeare Wealth Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 4,142 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #69.

Shakespeare Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $432K in Q3 2024. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Shakespeare Wealth Management held 4,142 shares of Otis Worldwide worth $297K as of Q2 2026.
Shakespeare Wealth Management left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.08% of Shakespeare Wealth Management's portfolio in Q2 2026, its #69 holding.
Shakespeare Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Shakespeare Wealth Management's Otis Worldwide position peaked at $432K in Q3 2024.
1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.