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Spurstone Advisory Services’s Otis Worldwide OTIS Stock Holding History

Spurstone Advisory Services’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 		$4.8K Buy
68
+43
+172% +$3.21K 0.07% 51
2026
Q1 		$1.93K Hold
25
– – 0.03% 43
2025
Q4 		$2.18K Hold
25
– – 0.03% 59
2025
Q3 		$2.29K Buy
+25
New +$2.27K 0.03% 75
2025
Q1 		– Sell
-1,000
Closed -$92.6K – 110
2024
Q4 		$92.6K Buy
+1,000
New +$100K 1.76% 16

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

Spurstone Advisory Services's OTIS Position: Q2 2026 in Review

Spurstone Advisory Services increased its Otis Worldwide (OTIS) stake by 172% in Q2 2026, buying an estimated $3.21K and bringing the position to 68 shares worth $4.8K. The position accounts for 0.07% of the portfolio, ranked #51.

Spurstone Advisory Services first reported a position in OTIS in Q4 2024 and has held it in 5 quarters since. The position peaked at $92.6K in Q4 2024. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Spurstone Advisory Services held 68 shares of Otis Worldwide worth $4.8K as of Q2 2026.
  • Spurstone Advisory Services bought 43 Otis Worldwide shares in Q2 2026, an estimated $3.21K.
  • Otis Worldwide made up 0.07% of Spurstone Advisory Services's portfolio in Q2 2026, its #51 holding.
  • Spurstone Advisory Services first reported a position in Otis Worldwide in Q4 2024 and has held it in 5 quarters since.
  • Spurstone Advisory Services's Otis Worldwide position peaked at $92.6K in Q4 2024.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.