Vanguard National Trust
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Vanguard National Trust’s Otis Worldwide OTIS Stock Holding History

Vanguard National Trust’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 		$75.7K Sell
1,057
-1,459
-58% -$109K ﹤0.01% 376
2026
Q1 		$194K Buy
+2,516
New +$220K 0.01% 258

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

Vanguard National Trust's OTIS Position: Q2 2026 in Review

Vanguard National Trust reduced its Otis Worldwide (OTIS) stake by 58% in Q2 2026, selling an estimated $109K and leaving 1,057 shares worth $75.7K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Vanguard National Trust first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $194K in Q1 2026. 1,215 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Vanguard National Trust held 1,057 shares of Otis Worldwide worth $75.7K as of Q2 2026.
  • Vanguard National Trust sold 1,459 Otis Worldwide shares in Q2 2026, an estimated $109K.
  • Otis Worldwide made up ﹤0.01% of Vanguard National Trust's portfolio in Q2 2026, its #376 holding.
  • Vanguard National Trust first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • Vanguard National Trust's Otis Worldwide position peaked at $194K in Q1 2026.
  • 1,215 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Vanguard National Trust's 13F filing for Q2 2026, filed 13 Aug 2026.