Transamerica Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Transamerica Financial Advisors’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	$1.43K	Sell	20 -66	-77%	-$4.93K	﹤0.01%	1397
2026 Q1	$6.63K	Buy	86 +28	+48%	+$2.45K	﹤0.01%	991
2025 Q4	$5.04K	Sell	58 -45	-44%	-$4.03K	﹤0.01%	960
2025 Q3	$9.4K	Buy	+103	New	+$9.35K	﹤0.01%	736
2022 Q4	–	Sell	-50	Closed	-$4K	–	713
2022 Q3	$4K	Buy	+50	New	+$3.66K	﹤0.01%	350
2020 Q3	–	Sell	-1	Closed	-$1K	–	392
2020 Q2	$1K	Buy	+1	New	+$52	﹤0.01%	452

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

Transamerica Financial Advisors's OTIS Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Otis Worldwide (OTIS) stake by 77% in Q2 2026, selling an estimated $4.93K and leaving 20 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Transamerica Financial Advisors first reported a position in OTIS in Q2 2020 and has held it in 6 quarters since. The position peaked at $9.4K in Q3 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Transamerica Financial Advisors held 20 shares of Otis Worldwide worth $1.43K as of Q2 2026.
Transamerica Financial Advisors sold 66 Otis Worldwide shares in Q2 2026, an estimated $4.93K.
Otis Worldwide made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1397 holding.
Transamerica Financial Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 6 quarters since.
Transamerica Financial Advisors's Otis Worldwide position peaked at $9.4K in Q3 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.