Trivant Custom Portfolio Group’s Otis Worldwide OTIS Stock Holding History

Trivant Custom Portfolio Group’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	$924K	Buy	12,905 +314	+2%	+$23.5K	0.49%	59
2026 Q1	$971K	Buy	12,591 +503	+4%	+$44K	0.53%	54
2025 Q4	$1.06M	Sell	12,088 -815	-6%	-$72.9K	0.61%	49
2025 Q3	$1.18M	Sell	12,903 -1,826	-12%	-$166K	0.61%	48
2025 Q2	$1.46M	Sell	14,729 -294	-2%	-$28.4K	0.8%	38
2025 Q1	$1.55M	Sell	15,023 -207	-1%	-$20.2K	0.89%	33
2024 Q4	$1.41M	Buy	15,230 +243	+2%	+$24.4K	0.82%	36
2024 Q3	$1.56M	Sell	14,987 -7,930	-35%	-$756K	0.9%	35
2024 Q2	$2.21M	Sell	22,917 -126	-0.5%	-$12.1K	1.36%	30
2024 Q1	$2.29M	Buy	+23,043	New	+$2.13M	1.46%	34

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

Trivant Custom Portfolio Group's OTIS Position: Q2 2026 in Review

Trivant Custom Portfolio Group increased its Otis Worldwide (OTIS) stake by 2.5% in Q2 2026, buying an estimated $23.5K and bringing the position to 12,905 shares worth $924K. The position accounts for 0.49% of the portfolio, ranked #59.

Trivant Custom Portfolio Group first reported a position in OTIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.29M in Q1 2024. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Trivant Custom Portfolio Group held 12,905 shares of Otis Worldwide worth $924K as of Q2 2026.
Trivant Custom Portfolio Group bought 314 Otis Worldwide shares in Q2 2026, an estimated $23.5K.
Otis Worldwide made up 0.49% of Trivant Custom Portfolio Group's portfolio in Q2 2026, its #59 holding.
Trivant Custom Portfolio Group first reported a position in Otis Worldwide in Q1 2024 and has held it in 10 quarters since.
Trivant Custom Portfolio Group's Otis Worldwide position peaked at $2.29M in Q1 2024.
1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.