Tidemark’s Otis Worldwide OTIS Stock Holding History

Tidemark’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	$3.96K	Hold	55	–	–	﹤0.01%	623
2026 Q1	$4.24K	Buy	+55	New	+$4.81K	﹤0.01%	576

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 $3.38T AUM 44.17% 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

Tidemark's OTIS Position: Q2 2026 in Review

Tidemark held its Otis Worldwide (OTIS) position steady in Q2 2026 at 55 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Tidemark first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.24K in Q1 2026. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Tidemark held 55 shares of Otis Worldwide worth $3.96K as of Q2 2026.
Tidemark left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #623 holding.
Tidemark first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
Tidemark's Otis Worldwide position peaked at $4.24K in Q1 2026.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.