Vision Retirement’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$27.1K Buy
378
+1
+0.3% +$75 0.01% 307
2026
Q1
$29.1K Sell
377
-51
-12% -$4.46K 0.01% 279
2025
Q4
$37.4K Buy
+428
New +$38.3K 0.01% 265

Other funds holding OTIS

Vision Retirement's OTIS Position: Q2 2026 in Review

Vision Retirement increased its Otis Worldwide (OTIS) stake by 0.27% in Q2 2026, buying an estimated $75 and bringing the position to 378 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #307.

Vision Retirement first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $37.4K in Q4 2025. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Vision Retirement held 378 shares of Otis Worldwide worth $27.1K as of Q2 2026.
  • Vision Retirement bought 1 Otis Worldwide share in Q2 2026, an estimated $75.
  • Otis Worldwide made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #307 holding.
  • Vision Retirement first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Otis Worldwide position peaked at $37.4K in Q4 2025.
  • 1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.