Van Hulzen Asset Management’s Otis Worldwide OTIS Stock Holding History

Van Hulzen Asset Management’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	$286K	Buy	+4,000	New	+$299K	0.02%	324
2025 Q2	–	Sell	-2,000	Closed	-$206K	–	338
2025 Q1	$206K	Hold	2,000	–	–	0.02%	293
2024 Q4	$185K	Hold	2,000	–	–	0.01%	322
2024 Q3	$208K	Sell	2,000 -8,000	-80%	-$762K	0.02%	298
2024 Q2	$963K	Sell	10,000 -3,500	-26%	-$337K	0.06%	159
2024 Q1	$1.34M	Hold	13,500	–	–	0.09%	145
2023 Q4	$1.21M	Buy	13,500 +2,000	+17%	+$166K	0.09%	143
2023 Q3	$924K	Hold	11,500	–	–	0.07%	155
2023 Q2	$1.02M	Hold	11,500	–	–	0.09%	118
2023 Q1	$971K	Hold	11,500	–	–	0.09%	120
2022 Q4	$901K	Sell	11,500 -150	-1%	-$11.1K	0.1%	128
2022 Q3	$743K	Hold	11,650	–	–	0.09%	137
2022 Q2	$823K	Hold	11,650	–	–	0.1%	128
2022 Q1	$896K	Hold	11,650	–	–	0.1%	120
2021 Q4	$1.01M	Buy	+11,650	New	+$975K	0.11%	116

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

Van Hulzen Asset Management's OTIS Position: Q2 2026 in Review

Van Hulzen Asset Management opened a new position in Otis Worldwide (OTIS) in Q2 2026: 4,000 shares worth $286K. The stake represents 0.02% of the portfolio and ranks #324 among its holdings. This is a return to the name: Van Hulzen Asset Management previously reported a position in OTIS as recently as Q1 2025.

Van Hulzen Asset Management first reported a position in OTIS in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.34M in Q1 2024. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Van Hulzen Asset Management held 4,000 shares of Otis Worldwide worth $286K as of Q2 2026.
Otis Worldwide was a new Van Hulzen Asset Management position in Q2 2026.
Otis Worldwide made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #324 holding.
Van Hulzen Asset Management first reported a position in Otis Worldwide in Q4 2021 and has held it in 15 quarters since.
Van Hulzen Asset Management's Otis Worldwide position peaked at $1.34M in Q1 2024.
1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.