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Sunrise Financial Services’s Otis Worldwide OTIS Stock Holding History

Sunrise Financial 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 		$1.07K Hold
15
– – ﹤0.01% 480
2026
Q1 		$1.16K Hold
15
– – ﹤0.01% 483
2025
Q4 		$1.31K Buy
+15
New +$1.34K ﹤0.01% 431

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

Sunrise Financial Services's OTIS Position: Q2 2026 in Review

Sunrise Financial Services held its Otis Worldwide (OTIS) position steady in Q2 2026 at 15 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Sunrise Financial Services first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.31K in Q4 2025. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Sunrise Financial Services held 15 shares of Otis Worldwide worth $1.07K as of Q2 2026.
  • Sunrise Financial Services left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #480 holding.
  • Sunrise Financial Services first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Otis Worldwide position peaked at $1.31K in Q4 2025.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.