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VestGen Advisors’s Otis Worldwide OTIS Stock Holding History

VestGen 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 		$317K Buy
4,426
+1,221
+38% +$91.2K 0.01% 823
2026
Q1 		$238K Sell
3,205
-255
-7% -$22.3K 0.01% 943
2025
Q4 		$302K Buy
3,460
+1,262
+57% +$113K 0.01% 602
2025
Q3 		$201K Buy
+2,198
New +$200K 0.01% 685

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

VestGen Advisors's OTIS Position: Q2 2026 in Review

VestGen Advisors increased its Otis Worldwide (OTIS) stake by 38% in Q2 2026, buying an estimated $91.2K and bringing the position to 4,426 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #823.

VestGen Advisors first reported a position in OTIS in Q3 2025 and has held it in 4 quarters since. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • VestGen Advisors held 4,426 shares of Otis Worldwide worth $317K as of Q2 2026.
  • VestGen Advisors bought 1,221 Otis Worldwide shares in Q2 2026, an estimated $91.2K.
  • Otis Worldwide made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #823 holding.
  • VestGen Advisors first reported a position in Otis Worldwide in Q3 2025 and has held it in 4 quarters since.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.