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Valley National Advisers’s Otis Worldwide OTIS Stock Holding History

Valley National Advisers’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 		$22.9K Hold
320
– – ﹤0.01% 501
2026
Q1 		$24K Sell
320
-12
-4% -$1.05K ﹤0.01% 481
2025
Q4 		$29K Buy
332
+9
+3% +$805 ﹤0.01% 463
2025
Q3 		$29K Sell
323
-598
-65% -$54.3K ﹤0.01% 438
2025
Q2 		$90K Buy
921
+88
+11% +$8.49K 0.01% 312
2025
Q1 		$85K Buy
833
+644
+341% +$62.9K 0.02% 310
2024
Q4 		$17K Buy
189
+169
+845% +$16.9K ﹤0.01% 469
2024
Q3 		$2K Sell
20
-60
-75% -$5.72K ﹤0.01% 663
2024
Q2 		$7K Buy
80
+5
+7% +$482 ﹤0.01% 700
2024
Q1 		$7K Buy
75
+10
+15% +$924 ﹤0.01% 722
2023
Q4 		$5K Buy
65
+45
+225% +$3.74K ﹤0.01% 790
2023
Q3 		$2K Hold
20
– – ﹤0.01% 845
2023
Q2 		$2K Hold
20
– – ﹤0.01% 807
2023
Q1 		$2K Sell
20
-21
-51% -$1.74K ﹤0.01% 775
2022
Q4 		$3K Hold
41
– – ﹤0.01% 715
2022
Q3 		$3K Hold
41
– – ﹤0.01% 752
2022
Q2 		$3K Hold
41
– – ﹤0.01% 725
2022
Q1 		$3K Hold
41
– – ﹤0.01% 755
2021
Q4 		$4K Hold
41
– – ﹤0.01% 716
2021
Q3 		$3K Hold
41
– – ﹤0.01% 731
2021
Q2 		$3K Hold
41
– – ﹤0.01% 747
2021
Q1 		$3K Sell
41
-71
-63% -$4.64K ﹤0.01% 699
2020
Q4 		$8K Sell
112
-146
-57% -$9.47K ﹤0.01% 554
2020
Q3 		$16K Hold
258
– – ﹤0.01% 429
2020
Q2 		$15K Buy
+258
New +$13.4K ﹤0.01% 433

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

Valley National Advisers's OTIS Position: Q2 2026 in Review

Valley National Advisers held its Otis Worldwide (OTIS) position steady in Q2 2026 at 320 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Valley National Advisers first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $90K in Q2 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Valley National Advisers held 320 shares of Otis Worldwide worth $22.9K as of Q2 2026.
  • Valley National Advisers left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #501 holding.
  • Valley National Advisers first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Valley National Advisers's Otis Worldwide position peaked at $90K in Q2 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.