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Snowden Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Snowden Capital 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 		$654K Sell
9,140
-660
-7% -$49.3K 0.02% 726
2026
Q1 		$755K Sell
9,800
-937
-9% -$82K 0.02% 618
2025
Q4 		$938K Sell
10,737
-251
-2% -$22.5K 0.02% 554
2025
Q3 		$1M Buy
10,988
+13
+0.1% +$1.18K 0.03% 524
2025
Q2 		$1.09M Buy
10,975
+31
+0.3% +$2.99K 0.03% 491
2025
Q1 		$1.13M Sell
10,944
-388
-3% -$37.9K 0.04% 467
2024
Q4 		$1.05M Buy
11,332
+584
+5% +$58.6K 0.03% 496
2024
Q3 		$1.12M Buy
10,748
+1,381
+15% +$132K 0.03% 487
2024
Q2 		$902K Buy
9,367
+212
+2% +$20.4K 0.03% 533
2024
Q1 		$909K Buy
9,155
+936
+11% +$86.5K 0.03% 528
2023
Q4 		$735K Buy
8,219
+278
+4% +$23.1K 0.03% 527
2023
Q3 		$638K Sell
7,941
-975
-11% -$83.4K 0.03% 540
2023
Q2 		$794K Sell
8,916
-90
-1% -$7.58K 0.03% 526
2023
Q1 		$760K Buy
9,006
+694
+8% +$57.4K 0.03% 545
2022
Q4 		$651K Sell
8,312
-188
-2% -$13.9K 0.03% 602
2022
Q3 		$542K Sell
8,500
-165
-2% -$12.1K 0.02% 622
2022
Q2 		$612K Buy
8,665
+8
+0.1% +$589 0.03% 548
2022
Q1 		$666K Buy
8,657
+6,729
+349% +$538K 0.03% 540
2021
Q4 		$167K Sell
1,928
-5,610
-74% -$470K 0.01% 708
2021
Q3 		$620K Buy
7,538
+207
+3% +$18.2K 0.03% 476
2021
Q2 		$599K Buy
7,331
+629
+9% +$48.4K 0.03% 491
2021
Q1 		$459K Buy
6,702
+3,397
+103% +$222K 0.03% 518
2020
Q4 		$223K Buy
+3,305
New +$214K 0.01% 607
2020
Q3 		– Sell
-4,650
Closed -$264K – 594
2020
Q2 		$264K Buy
+4,650
New +$241K 0.02% 485

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

Snowden Capital Advisors's OTIS Position: Q2 2026 in Review

Snowden Capital Advisors reduced its Otis Worldwide (OTIS) stake by 6.7% in Q2 2026, selling an estimated $49.3K and leaving 9,140 shares worth $654K. The position accounts for 0.02% of the portfolio, ranked #726.

Snowden Capital Advisors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.13M in Q1 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Snowden Capital Advisors held 9,140 shares of Otis Worldwide worth $654K as of Q2 2026.
  • Snowden Capital Advisors sold 660 Otis Worldwide shares in Q2 2026, an estimated $49.3K.
  • Otis Worldwide made up 0.02% of Snowden Capital Advisors's portfolio in Q2 2026, its #726 holding.
  • Snowden Capital Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Snowden Capital Advisors's Otis Worldwide position peaked at $1.13M in Q1 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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