Sittner & Nelson’s Otis Worldwide OTIS Stock Holding History

Sittner & Nelson’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	$9.81K	Buy	137 +19	+16%	+$1.42K	﹤0.01%	445
2026 Q1	$9.1K	Hold	118	–	–	﹤0.01%	440
2025 Q4	$10.6K	Hold	118	–	–	﹤0.01%	400
2025 Q3	$10.8K	Hold	118	–	–	﹤0.01%	373
2025 Q2	$11.7K	Hold	118	–	–	﹤0.01%	364
2025 Q1	$12.2K	Hold	118	–	–	0.01%	353
2024 Q4	$10.9K	Hold	118	–	–	﹤0.01%	344
2024 Q3	$12.3K	Hold	118	–	–	0.01%	331
2024 Q2	$11.4K	Hold	118	–	–	0.01%	338
2024 Q1	$11.7K	Hold	118	–	–	0.01%	330
2023 Q4	$10.6K	Hold	118	–	–	0.01%	337
2023 Q3	$9.48K	Hold	118	–	–	0.01%	344
2023 Q2	$10.5K	Hold	118	–	–	0.01%	342
2023 Q1	$9.96K	Hold	118	–	–	0.01%	363
2022 Q4	$9.24K	Sell	118 -36	-23%	-$2.66K	0.01%	351
2022 Q3	$10K	Sell	154 -30	-16%	-$2.19K	0.01%	330
2022 Q2	$13K	Hold	184	–	–	0.01%	341
2022 Q1	$14K	Hold	184	–	–	0.01%	319
2021 Q4	$16K	Hold	184	–	–	0.01%	294
2021 Q3	$15K	Hold	184	–	–	0.01%	282
2021 Q2	$15K	Hold	184	–	–	0.01%	275
2021 Q1	$13K	Hold	184	–	–	0.01%	277
2020 Q4	$12K	Buy	+184	New	+$11.9K	0.01%	272

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

Sittner & Nelson's OTIS Position: Q2 2026 in Review

Sittner & Nelson increased its Otis Worldwide (OTIS) stake by 16% in Q2 2026, buying an estimated $1.42K and bringing the position to 137 shares worth $9.81K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Sittner & Nelson first reported a position in OTIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $16K in Q4 2021. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Sittner & Nelson held 137 shares of Otis Worldwide worth $9.81K as of Q2 2026.
Sittner & Nelson bought 19 Otis Worldwide shares in Q2 2026, an estimated $1.42K.
Otis Worldwide made up ﹤0.01% of Sittner & Nelson's portfolio in Q2 2026, its #445 holding.
Sittner & Nelson first reported a position in Otis Worldwide in Q4 2020 and has held it in 23 quarters since.
Sittner & Nelson's Otis Worldwide position peaked at $16K in Q4 2021.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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