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Transcend Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Transcend Capital 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 		$1.29M Buy
17,966
+8,308
+86% +$621K 0.09% 215
2026
Q1 		$744K Buy
9,658
+3,427
+55% +$300K 0.06% 294
2025
Q4 		$544K Buy
6,231
+1,844
+42% +$165K 0.04% 345
2025
Q3 		$401K Buy
4,387
+1,122
+34% +$102K 0.03% 434
2025
Q2 		$323K Buy
+3,265
New +$315K 0.03% 439

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

Transcend Capital Advisors's OTIS Position: Q2 2026 in Review

Transcend Capital Advisors increased its Otis Worldwide (OTIS) stake by 86% in Q2 2026, buying an estimated $621K and bringing the position to 17,966 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #215.

Transcend Capital Advisors first reported a position in OTIS in Q2 2025 and has held it in 5 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Transcend Capital Advisors held 17,966 shares of Otis Worldwide worth $1.29M as of Q2 2026.
  • Transcend Capital Advisors bought 8,308 Otis Worldwide shares in Q2 2026, an estimated $621K.
  • Otis Worldwide made up 0.09% of Transcend Capital Advisors's portfolio in Q2 2026, its #215 holding.
  • Transcend Capital Advisors first reported a position in Otis Worldwide in Q2 2025 and has held it in 5 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.