TopTier Wealth Management’s Otis Worldwide OTIS Stock Holding History

TopTier Wealth 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	–	Sell	-5	Closed	-$385	–	551
2026 Q1	$385	Buy	+5	New	+$437	﹤0.01%	648

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

TopTier Wealth Management's OTIS Position: Q2 2026 in Review

TopTier Wealth Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 5 shares — an estimated $385 sold.

TopTier Wealth Management first reported a position in OTIS in Q1 2026 and held it in 1 quarter. The position peaked at $385 in Q1 2026. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

TopTier Wealth Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 5 Otis Worldwide shares in Q2 2026, an estimated $385.
TopTier Wealth Management first reported a position in Otis Worldwide in Q1 2026 and held it in 1 quarter.
TopTier Wealth Management's Otis Worldwide position peaked at $385 in Q1 2026.
1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.