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Sound View Wealth Advisors Group’s Otis Worldwide OTIS Stock Holding History

Sound View Wealth Advisors Group’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 		$215K Sell
3,003
-126
-4% -$9.41K 0.01% 417
2026
Q1 		$241K Sell
3,129
-1,015
-24% -$88.8K 0.02% 378
2025
Q4 		$362K Buy
4,144
+210
+5% +$18.8K 0.02% 319
2025
Q3 		$360K Sell
3,934
-391
-9% -$35.5K 0.02% 324
2025
Q2 		$428K Buy
4,325
+197
+5% +$19K 0.03% 293
2025
Q1 		$426K Buy
4,128
+5
+0.1% +$488 0.04% 277
2024
Q4 		$382K Buy
4,123
+185
+5% +$18.6K 0.03% 300
2024
Q3 		$409K Buy
3,938
+86
+2% +$8.19K 0.03% 289
2024
Q2 		$371K Buy
3,852
+76
+2% +$7.32K 0.04% 272
2024
Q1 		$375K Sell
3,776
-215
-5% -$19.9K 0.04% 274
2023
Q4 		$357K Buy
3,991
+63
+2% +$5.24K 0.04% 283
2023
Q3 		$315K Buy
3,928
+32
+0.8% +$2.74K 0.04% 280
2023
Q2 		$347K Sell
3,896
-418
-10% -$35.2K 0.05% 269
2023
Q1 		$364K Buy
4,314
+323
+8% +$26.7K 0.05% 262
2022
Q4 		$357K Buy
3,991
+65
+2% +$4.8K 0.04% 283
2022
Q3 		$251K Sell
3,926
-16
-0.4% -$1.17K 0.06% 234
2022
Q2 		$279K Buy
3,942
+32
+0.8% +$2.36K 0.06% 225
2022
Q1 		$301K Sell
3,910
-50
-1% -$4K 0.06% 242
2021
Q4 		$345K Buy
3,960
+43
+1% +$3.6K 0.07% 216
2021
Q3 		$322K Sell
3,917
-260
-6% -$22.9K 0.07% 223
2021
Q2 		$342K Sell
4,177
-530
-11% -$40.8K 0.07% 215
2021
Q1 		$322K Buy
4,707
+423
+10% +$27.7K 0.08% 208
2020
Q4 		$289K Sell
4,284
-176
-4% -$11.4K 0.07% 208
2020
Q3 		$278K Sell
4,460
-775
-15% -$47.4K 0.07% 199
2020
Q2 		$298K Buy
+5,235
New +$271K 0.08% 186

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

Sound View Wealth Advisors Group's OTIS Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Otis Worldwide (OTIS) stake by 4% in Q2 2026, selling an estimated $9.41K and leaving 3,003 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #417.

Sound View Wealth Advisors Group first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $428K in Q2 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Sound View Wealth Advisors Group held 3,003 shares of Otis Worldwide worth $215K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 126 Otis Worldwide shares in Q2 2026, an estimated $9.41K.
  • Otis Worldwide made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #417 holding.
  • Sound View Wealth Advisors Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Sound View Wealth Advisors Group's Otis Worldwide position peaked at $428K in Q2 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.