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Summit Trail Advisors’s Otis Worldwide OTIS Stock Holding History

Summit Trail 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 		$2.79M Buy
38,933
+11,470
+42% +$857K 0.04% 400
2026
Q1 		$2.12M Buy
27,463
+2,534
+10% +$222K 0.03% 482
2025
Q4 		$2.18M Sell
24,929
-4,098
-14% -$367K 0.04% 358
2025
Q3 		$2.65M Buy
29,027
+18,180
+168% +$1.65M 0.04% 304
2025
Q2 		$1.07M Sell
10,847
-3,642
-25% -$352K 0.02% 449
2025
Q1 		$1.5M Buy
14,489
+6,419
+80% +$627K 0.05% 117
2024
Q4 		$747K Buy
8,070
+971
+14% +$97.4K 0.03% 165
2024
Q3 		$738K Sell
7,099
-1,088
-13% -$104K 0.02% 320
2024
Q2 		$788K Sell
8,187
-381
-4% -$36.7K 0.02% 276
2024
Q1 		$851K Buy
+8,568
New +$792K 0.02% 241

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

Summit Trail Advisors's OTIS Position: Q2 2026 in Review

Summit Trail Advisors increased its Otis Worldwide (OTIS) stake by 42% in Q2 2026, buying an estimated $857K and bringing the position to 38,933 shares worth $2.79M. The position accounts for 0.04% of the portfolio, ranked #400.

Summit Trail Advisors first reported a position in OTIS in Q1 2024 and has held it in 10 quarters since. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Summit Trail Advisors held 38,933 shares of Otis Worldwide worth $2.79M as of Q2 2026.
  • Summit Trail Advisors bought 11,470 Otis Worldwide shares in Q2 2026, an estimated $857K.
  • Otis Worldwide made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #400 holding.
  • Summit Trail Advisors first reported a position in Otis Worldwide in Q1 2024 and has held it in 10 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.