Waterford Advisors’s Otis Worldwide OTIS Stock Holding History

Waterford 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	$479K	Hold	6,690	–	–	0.13%	37
2026 Q1	$511K	Hold	6,690	–	–	0.16%	37
2025 Q4	$584K	Hold	6,690	–	–	0.23%	29
2025 Q3	$612K	Sell	6,690 -8,257	-55%	-$750K	0.21%	31
2025 Q2	$662K	Buy	14,947 +8,257	+123%	+$797K	0.24%	31
2025 Q1	$690K	Hold	6,690	–	–	0.29%	28
2024 Q4	$620K	Hold	6,690	–	–	0.32%	24
2024 Q3	$695K	Hold	6,690	–	–	0.35%	24
2024 Q2	$644K	Hold	6,690	–	–	0.27%	30
2024 Q1	$664K	Hold	6,690	–	–	0.28%	30
2023 Q4	$599K	Hold	6,690	–	–	0.28%	28
2023 Q3	$537K	Hold	6,690	–	–	0.3%	27
2023 Q2	$595K	Hold	6,690	–	–	0.29%	31
2023 Q1	$565K	Hold	6,690	–	–	0.31%	29
2022 Q4	$524K	Buy	+6,690	New	+$494K	0.31%	29

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 $3.37T AUM 44.26% 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

Waterford Advisors's OTIS Position: Q2 2026 in Review

Waterford Advisors held its Otis Worldwide (OTIS) position steady in Q2 2026 at 6,690 shares worth $479K. The position accounts for 0.13% of the portfolio, ranked #37.

Waterford Advisors first reported a position in OTIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $695K in Q3 2024. 1,218 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Waterford Advisors held 6,690 shares of Otis Worldwide worth $479K as of Q2 2026.
Waterford Advisors left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.13% of Waterford Advisors's portfolio in Q2 2026, its #37 holding.
Waterford Advisors first reported a position in Otis Worldwide in Q4 2022 and has held it in 15 quarters since.
Waterford Advisors's Otis Worldwide position peaked at $695K in Q3 2024.
1,218 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.