SIM
OTIS icon

Synergy Investment Management’s Otis Worldwide OTIS Stock Holding History

Synergy Investment Management’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 		$44.1K Sell
615
-4
-0.6% -$299 0.01% 398
2026
Q1 		$47.7K Buy
+619
New +$54.2K 0.02% 289

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

Synergy Investment Management's OTIS Position: Q2 2026 in Review

Synergy Investment Management reduced its Otis Worldwide (OTIS) stake by 0.65% in Q2 2026, selling an estimated $299 and leaving 615 shares worth $44.1K. The position accounts for 0.01% of the portfolio, ranked #398.

Synergy Investment Management first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $47.7K in Q1 2026. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Synergy Investment Management held 615 shares of Otis Worldwide worth $44.1K as of Q2 2026.
  • Synergy Investment Management sold 4 Otis Worldwide shares in Q2 2026, an estimated $299.
  • Otis Worldwide made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #398 holding.
  • Synergy Investment Management first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • Synergy Investment Management's Otis Worldwide position peaked at $47.7K in Q1 2026.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.