WA
OTIS icon

Waverly Advisors’s Otis Worldwide OTIS Stock Holding History

Waverly 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 		$672K Buy
9,389
+2,359
+34% +$176K ﹤0.01% 1039
2026
Q1 		$542K Sell
7,030
-1,343
-16% -$118K ﹤0.01% 1053
2025
Q4 		$731K Buy
8,373
+1,089
+15% +$97.4K 0.01% 863
2025
Q3 		$666K Buy
7,284
+1,769
+32% +$161K 0.01% 758
2025
Q2 		$546K Buy
5,515
+1,144
+26% +$110K 0.01% 773
2025
Q1 		$451K Buy
4,371
+12
+0.3% +$1.17K 0.01% 809
2024
Q4 		$404K Buy
+4,359
New +$437K 0.01% 735

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 $3.38T AUM 44.17% 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

Waverly Advisors's OTIS Position: Q2 2026 in Review

Waverly Advisors increased its Otis Worldwide (OTIS) stake by 34% in Q2 2026, buying an estimated $176K and bringing the position to 9,389 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Waverly Advisors first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $731K in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Waverly Advisors held 9,389 shares of Otis Worldwide worth $672K as of Q2 2026.
  • Waverly Advisors bought 2,359 Otis Worldwide shares in Q2 2026, an estimated $176K.
  • Otis Worldwide made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1039 holding.
  • Waverly Advisors first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • Waverly Advisors's Otis Worldwide position peaked at $731K in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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