Turtle Creek Wealth Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
Other funds holding OTIS
Turtle Creek Wealth Advisors's OTIS Position: Q2 2026 in Review
Turtle Creek Wealth Advisors increased its Otis Worldwide (OTIS) stake by 37% in Q2 2026, buying an estimated $250K and bringing the position to 12,439 shares worth $891K. The position accounts for 0.05% of the portfolio, ranked #174.
Turtle Creek Wealth Advisors first reported a position in OTIS in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.05M in Q2 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.
- Turtle Creek Wealth Advisors held 12,439 shares of Otis Worldwide worth $891K as of Q2 2026.
- Turtle Creek Wealth Advisors bought 3,353 Otis Worldwide shares in Q2 2026, an estimated $250K.
- Otis Worldwide made up 0.05% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #174 holding.
- Turtle Creek Wealth Advisors first reported a position in Otis Worldwide in Q4 2023 and has held it in 6 quarters since.
- Turtle Creek Wealth Advisors's Otis Worldwide position peaked at $1.05M in Q2 2025.
- 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.