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United Community Bank’s Otis Worldwide OTIS Stock Holding History

United Community Bank’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 		$30.4K Buy
425
+120
+39% +$8.96K 0.01% 359
2026
Q1 		$23.5K Hold
305
– – 0.01% 412
2025
Q4 		$26.6K Sell
305
-8
-3% -$716 0.01% 346
2025
Q3 		$28.6K Buy
313
+13
+4% +$1.18K 0.01% 377
2025
Q2 		$29.7K Hold
300
– – 0.01% 334
2025
Q1 		$31K Hold
300
– – 0.01% 329
2024
Q4 		$27.8K Hold
300
– – 0.01% 314
2024
Q3 		$31.2K Hold
300
– – 0.01% 297
2024
Q2 		$28.9K Hold
300
– – 0.01% 315
2024
Q1 		$29.8K Hold
300
– – 0.01% 292
2023
Q4 		$26.8K Hold
300
– – 0.01% 308
2023
Q3 		$24.1K Buy
+300
New +$25.7K 0.01% 284

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

United Community Bank's OTIS Position: Q2 2026 in Review

United Community Bank increased its Otis Worldwide (OTIS) stake by 39% in Q2 2026, buying an estimated $8.96K and bringing the position to 425 shares worth $30.4K. The position accounts for 0.01% of the portfolio, ranked #359.

United Community Bank first reported a position in OTIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $31.2K in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • United Community Bank held 425 shares of Otis Worldwide worth $30.4K as of Q2 2026.
  • United Community Bank bought 120 Otis Worldwide shares in Q2 2026, an estimated $8.96K.
  • Otis Worldwide made up 0.01% of United Community Bank's portfolio in Q2 2026, its #359 holding.
  • United Community Bank first reported a position in Otis Worldwide in Q3 2023 and has held it in 12 quarters since.
  • United Community Bank's Otis Worldwide position peaked at $31.2K in Q3 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.