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Twin Peaks Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Twin Peaks Wealth 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 		– Sell
-144
Closed -$11.1K – 1586
2026
Q1 		$11.1K Buy
+144
New +$12.6K ﹤0.01% 1008
2025
Q3 		– Sell
-137
Closed -$12.1K – 1503
2025
Q2 		$12.1K Buy
+137
New +$13.2K ﹤0.01% 834

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 $3.37T AUM 44.26% 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

Twin Peaks Wealth Advisors's OTIS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 144 shares — an estimated $11.1K sold.

Twin Peaks Wealth Advisors first reported a position in OTIS in Q2 2025 and held it in 2 quarters. The position peaked at $12.1K in Q2 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 144 Otis Worldwide shares in Q2 2026, an estimated $11.1K.
  • Twin Peaks Wealth Advisors first reported a position in Otis Worldwide in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Otis Worldwide position peaked at $12.1K in Q2 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.