Steward Partners Investment Advisory
OTIS icon

Steward Partners Investment Advisory’s Otis Worldwide OTIS Stock Holding History

Steward Partners Investment Advisory’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 		$1.68M Buy
23,522
+2,449
+12% +$183K 0.01% 1005
2026
Q1 		$1.62M Buy
21,073
+763
+4% +$66.8K 0.01% 939
2025
Q4 		$1.77M Sell
20,310
-407
-2% -$36.4K 0.01% 831
2025
Q3 		$1.89M Sell
20,717
-701
-3% -$63.6K 0.01% 797
2025
Q2 		$2.12M Buy
21,418
+174
+0.8% +$16.8K 0.02% 701
2025
Q1 		$2.19M Sell
21,244
-811
-4% -$79.2K 0.02% 637
2024
Q4 		$2.04M Buy
22,055
+1,259
+6% +$126K 0.02% 630
2024
Q3 		$2.16M Sell
20,796
-22
-0.1% -$2.1K 0.02% 598
2024
Q2 		$2M Buy
20,818
+390
+2% +$37.6K 0.02% 582
2024
Q1 		$2.03M Buy
20,428
+2
+0% +$185 0.02% 587
2023
Q4 		$1.83M Buy
20,426
+23
+0.1% +$1.91K 0.02% 529
2023
Q3 		$1.64M Buy
20,403
+344
+2% +$29.4K 0.03% 519
2023
Q2 		$1.79M Sell
20,059
-35
-0.2% -$2.95K 0.03% 516
2023
Q1 		$1.7M Sell
20,094
-30
-0.1% -$2.48K 0.03% 513
2022
Q4 		$1.58M Sell
20,124
-113
-0.6% -$8.34K 0.03% 522
2022
Q3 		$1.29M Sell
20,237
-596
-3% -$43.6K 0.02% 545
2022
Q2 		$1.47M Sell
20,833
-422
-2% -$31.1K 0.03% 527
2022
Q1 		$1.64M Sell
21,255
-2,023
-9% -$162K 0.03% 541
2021
Q4 		$2.03M Sell
23,278
-51
-0.2% -$4.27K 0.03% 491
2021
Q3 		$1.92M Sell
23,329
-699
-3% -$61.5K 0.03% 468
2021
Q2 		$1.97M Sell
24,028
-3,485
-13% -$268K 0.03% 449
2021
Q1 		$1.88M Buy
27,513
+4,023
+17% +$263K 0.03% 454
2020
Q4 		$1.59M Sell
23,490
-9,230
-28% -$599K 0.03% 419
2020
Q3 		$2.04M Sell
32,720
-11,310
-26% -$692K 0.05% 322
2020
Q2 		$2.5M Buy
+44,030
New +$2.28M 0.07% 263

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's OTIS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Otis Worldwide (OTIS) stake by 12% in Q2 2026, buying an estimated $183K and bringing the position to 23,522 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #1005.

Steward Partners Investment Advisory first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.5M in Q2 2020. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Steward Partners Investment Advisory held 23,522 shares of Otis Worldwide worth $1.68M as of Q2 2026.
  • Steward Partners Investment Advisory bought 2,449 Otis Worldwide shares in Q2 2026, an estimated $183K.
  • Otis Worldwide made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1005 holding.
  • Steward Partners Investment Advisory first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Steward Partners Investment Advisory's Otis Worldwide position peaked at $2.5M in Q2 2020.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.