Texas Bank & Trust’s Otis Worldwide OTIS Stock Holding History

Texas Bank & Trust’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	$305K	Buy	4,259 +109	+3%	+$8.14K	0.1%	155
2026 Q1	$320K	Sell	4,150 -250	-6%	-$21.9K	0.12%	144
2025 Q4	$384K	Hold	4,400	–	–	0.14%	134
2025 Q3	$402K	Hold	4,400	–	–	0.15%	125
2025 Q2	$436K	Hold	4,400	–	–	0.17%	121
2025 Q1	$454K	Hold	4,400	–	–	0.19%	120
2024 Q4	$407K	Buy	+4,400	New	+$441K	0.17%	117

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Texas Bank & Trust's OTIS Position: Q2 2026 in Review

Texas Bank & Trust increased its Otis Worldwide (OTIS) stake by 2.6% in Q2 2026, buying an estimated $8.14K and bringing the position to 4,259 shares worth $305K. The position accounts for 0.1% of the portfolio, ranked #155.

Texas Bank & Trust first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $454K in Q1 2025. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Texas Bank & Trust held 4,259 shares of Otis Worldwide worth $305K as of Q2 2026.
Texas Bank & Trust bought 109 Otis Worldwide shares in Q2 2026, an estimated $8.14K.
Otis Worldwide made up 0.1% of Texas Bank & Trust's portfolio in Q2 2026, its #155 holding.
Texas Bank & Trust first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
Texas Bank & Trust's Otis Worldwide position peaked at $454K in Q1 2025.
1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Texas Bank & Trust's 13F filing for Q2 2026, filed 31 Jul 2026.