WETS
OTIS icon

Wealth Enhancement Trust Services’s Otis Worldwide OTIS Stock Holding History

Wealth Enhancement Trust Services’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 		$38.4K Sell
537
-111
-17% -$8.29K ﹤0.01% 532
2026
Q1 		$49.9K Buy
648
+28
+5% +$2.45K 0.01% 454
2025
Q4 		$54.2K Buy
+620
New +$55.5K 0.01% 425

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealth Enhancement Trust Services's OTIS Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Otis Worldwide (OTIS) stake by 17% in Q2 2026, selling an estimated $8.29K and leaving 537 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Wealth Enhancement Trust Services first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $54.2K in Q4 2025. 958 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Wealth Enhancement Trust Services held 537 shares of Otis Worldwide worth $38.4K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 111 Otis Worldwide shares in Q2 2026, an estimated $8.29K.
  • Otis Worldwide made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #532 holding.
  • Wealth Enhancement Trust Services first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Otis Worldwide position peaked at $54.2K in Q4 2025.
  • 958 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.