Washington Trust Advisors’s Otis Worldwide OTIS Stock Holding History

Washington Trust 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	$184K	Buy	2,567 +190	+8%	+$14.2K	0.01%	238
2026 Q1	$183K	Buy	2,377 +77	+3%	+$6.74K	0.01%	230
2025 Q4	$201K	Hold	2,300	–	–	0.02%	224
2025 Q3	$210K	Hold	2,300	–	–	0.02%	218
2025 Q2	$228K	Hold	2,300	–	–	0.02%	192
2025 Q1	$237K	Hold	2,300	–	–	0.02%	181
2024 Q4	$213K	Hold	2,300	–	–	0.02%	192
2024 Q3	$239K	Hold	2,300	–	–	0.02%	186
2024 Q2	$221K	Hold	2,300	–	–	0.02%	183
2024 Q1	$228K	Sell	2,300 -450	-16%	-$41.6K	0.02%	184
2023 Q4	$246K	Sell	2,750 -865	-24%	-$71.9K	0.02%	169
2023 Q3	$290K	Hold	3,615	–	–	0.03%	149
2023 Q2	$322K	Hold	3,615	–	–	0.03%	142
2023 Q1	$305K	Hold	3,615	–	–	0.03%	149
2022 Q4	$283K	Sell	3,615 -26	-0.7%	-$1.92K	0.03%	150
2022 Q3	$233K	Hold	3,641	–	–	0.02%	188
2022 Q2	$257K	Sell	3,641 -315	-8%	-$23.2K	0.02%	180
2022 Q1	$304K	Hold	3,956	–	–	0.02%	194
2021 Q4	$344K	Buy	+3,956	New	+$331K	0.02%	193

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

Washington Trust Advisors's OTIS Position: Q2 2026 in Review

Washington Trust Advisors increased its Otis Worldwide (OTIS) stake by 8% in Q2 2026, buying an estimated $14.2K and bringing the position to 2,567 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #238.

Washington Trust Advisors first reported a position in OTIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $344K in Q4 2021. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Washington Trust Advisors held 2,567 shares of Otis Worldwide worth $184K as of Q2 2026.
Washington Trust Advisors bought 190 Otis Worldwide shares in Q2 2026, an estimated $14.2K.
Otis Worldwide made up 0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #238 holding.
Washington Trust Advisors first reported a position in Otis Worldwide in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Otis Worldwide position peaked at $344K in Q4 2021.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.