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Walsh & Associates’s Otis Worldwide OTIS Stock Holding History

Walsh & Associates’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 		$3.58K Sell
50
-100
-67% -$7.47K ﹤0.01% 217
2026
Q1 		$11.6K Hold
150
– – 0.01% 174
2025
Q4 		$13.1K Buy
+150
New +$13.4K 0.01% 175

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

Walsh & Associates's OTIS Position: Q2 2026 in Review

Walsh & Associates reduced its Otis Worldwide (OTIS) stake by 67% in Q2 2026, selling an estimated $7.47K and leaving 50 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Walsh & Associates first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.1K in Q4 2025. 1,218 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Walsh & Associates held 50 shares of Otis Worldwide worth $3.58K as of Q2 2026.
  • Walsh & Associates sold 100 Otis Worldwide shares in Q2 2026, an estimated $7.47K.
  • Otis Worldwide made up ﹤0.01% of Walsh & Associates's portfolio in Q2 2026, its #217 holding.
  • Walsh & Associates first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Walsh & Associates's Otis Worldwide position peaked at $13.1K in Q4 2025.
  • 1,218 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.