S
OTIS icon

SimplyRich’s Otis Worldwide OTIS Stock Holding History

SimplyRich’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 		$316K Buy
+4,426
New +$331K 0.07% 154

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

SimplyRich's OTIS Position: Q2 2026 in Review

SimplyRich opened a new position in Otis Worldwide (OTIS) in Q2 2026: 4,426 shares worth $316K. The stake represents 0.07% of the portfolio and ranks #154 among its holdings.

1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • SimplyRich held 4,426 shares of Otis Worldwide worth $316K as of Q2 2026.
  • Otis Worldwide was a new SimplyRich position in Q2 2026.
  • Otis Worldwide made up 0.07% of SimplyRich's portfolio in Q2 2026, its #154 holding.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.