Vise Technologies’s Otis Worldwide OTIS Stock Holding History

Vise Technologies’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	$606K	Buy	8,463 +1,896	+29%	+$142K	0.01%	1048
2026 Q1	$574K	Hold	6,567	–	–	0.01%	805
2025 Q4	$574K	Buy	6,567 +1,830	+39%	+$164K	0.01%	810
2025 Q3	$433K	Sell	4,737 -451	-9%	-$40.9K	0.02%	730
2025 Q2	$514K	Buy	+5,188	New	+$501K	0.02%	630
2024 Q4	$267K	Buy	+2,884	New	+$289K	0.02%	645

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 $3.38T AUM 44.17% 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

Vise Technologies's OTIS Position: Q2 2026 in Review

Vise Technologies increased its Otis Worldwide (OTIS) stake by 29% in Q2 2026, buying an estimated $142K and bringing the position to 8,463 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #1048.

Vise Technologies first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Vise Technologies held 8,463 shares of Otis Worldwide worth $606K as of Q2 2026.
Vise Technologies bought 1,896 Otis Worldwide shares in Q2 2026, an estimated $142K.
Otis Worldwide made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1048 holding.
Vise Technologies first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.