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Vestmark Advisory Solutions’s Otis Worldwide OTIS Stock Holding History

Vestmark Advisory Solutions’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 		$321K Buy
4,484
+462
+11% +$34.5K ﹤0.01% 1248
2026
Q1 		$310K Buy
+4,022
New +$352K ﹤0.01% 1169
2025
Q1 		– Sell
-2,275
Closed -$211K – 660
2024
Q4 		$211K Sell
2,275
-19
-0.8% -$1.91K 0.01% 553
2024
Q3 		$238K Sell
2,294
-638
-22% -$60.8K 0.01% 499
2024
Q2 		$282K Sell
2,932
-51
-2% -$4.92K 0.01% 470
2024
Q1 		$296K Sell
2,983
-44
-1% -$4.07K 0.01% 446
2023
Q4 		$271K Sell
3,027
-59
-2% -$4.91K 0.01% 431
2023
Q3 		$248K Sell
3,086
-5,552
-64% -$475K 0.02% 366
2023
Q2 		$769K Buy
8,638
+2,249
+35% +$189K 0.03% 509
2023
Q1 		$539K Buy
6,389
+170
+3% +$14.1K 0.02% 567
2022
Q4 		$487K Sell
6,219
-4,052
-39% -$299K 0.02% 566
2022
Q3 		$655K Sell
10,271
-452
-4% -$33.1K 0.04% 483
2022
Q2 		$758K Buy
10,723
+2,787
+35% +$205K 0.04% 439
2022
Q1 		$611K Sell
7,936
-404
-5% -$32.3K 0.03% 477
2021
Q4 		$726K Buy
8,340
+307
+4% +$25.7K 0.04% 440
2021
Q3 		$661K Sell
8,033
-330
-4% -$29K 0.04% 418
2021
Q2 		$684K Sell
8,363
-2,431
-23% -$187K 0.05% 404
2021
Q1 		$739K Buy
10,794
+2,584
+31% +$169K 0.07% 352
2020
Q4 		$555K Sell
8,210
-420
-5% -$27.2K 0.06% 334
2020
Q3 		$539K Buy
8,630
+809
+10% +$49.5K 0.07% 308
2020
Q2 		$445K Buy
+7,821
New +$405K 0.07% 325

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

Vestmark Advisory Solutions's OTIS Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Otis Worldwide (OTIS) stake by 11% in Q2 2026, buying an estimated $34.5K and bringing the position to 4,484 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Vestmark Advisory Solutions first reported a position in OTIS in Q2 2020 and has held it in 21 quarters since. The position peaked at $769K in Q2 2023. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Vestmark Advisory Solutions held 4,484 shares of Otis Worldwide worth $321K as of Q2 2026.
  • Vestmark Advisory Solutions bought 462 Otis Worldwide shares in Q2 2026, an estimated $34.5K.
  • Otis Worldwide made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1248 holding.
  • Vestmark Advisory Solutions first reported a position in Otis Worldwide in Q2 2020 and has held it in 21 quarters since.
  • Vestmark Advisory Solutions's Otis Worldwide position peaked at $769K in Q2 2023.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.