Wealthspire Advisors (New York)’s Otis Worldwide OTIS Stock Holding History

Wealthspire Advisors (New York)’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	$291K	Buy	+4,065	New	+$304K	﹤0.01%	997
2026 Q1	–	Sell	-3,601	Closed	-$315K	–	1054
2025 Q4	$315K	Buy	3,601 +1,640	+84%	+$147K	﹤0.01%	780
2025 Q3	$179K	Sell	1,961 -464	-19%	-$42.1K	﹤0.01%	830
2025 Q2	$240K	Buy	2,425 +201	+9%	+$19.4K	﹤0.01%	729
2025 Q1	$229K	Sell	2,224 -241	-10%	-$23.5K	﹤0.01%	706
2024 Q4	$228K	Buy	2,465 +190	+8%	+$19.1K	﹤0.01%	713
2024 Q3	$236K	Sell	2,275 -67	-3%	-$6.38K	﹤0.01%	674
2024 Q2	$225K	Sell	2,342 -2,046	-47%	-$197K	﹤0.01%	597
2024 Q1	$436K	Sell	4,388 -14	-0.3%	-$1.29K	0.01%	448
2023 Q4	$394K	Sell	4,402 -177	-4%	-$14.7K	0.01%	456
2023 Q3	$368K	Buy	4,579 +46	+1%	+$3.93K	0.01%	451
2023 Q2	$403K	Sell	4,533 -18	-0.4%	-$1.52K	0.01%	405
2023 Q1	$384K	Sell	4,551 -2,817	-38%	-$233K	0.01%	396
2022 Q4	$577K	Buy	7,368 +500	+7%	+$36.9K	0.01%	348
2022 Q3	$438K	Buy	+6,868	New	+$502K	0.01%	358
2022 Q1	–	Sell	-2,455	Closed	-$214K	–	521
2021 Q4	$214K	Sell	2,455 -350	-12%	-$29.3K	﹤0.01%	507
2021 Q3	$231K	Buy	+2,805	New	+$247K	﹤0.01%	518
2021 Q2	–	Sell	-4,359	Closed	-$298K	–	576
2021 Q1	$298K	Buy	4,359 +851	+24%	+$55.6K	0.01%	549
2020 Q4	$237K	Buy	+3,508	New	+$228K	0.01%	510

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

Wealthspire Advisors (New York)'s OTIS Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Otis Worldwide (OTIS) in Q2 2026: 4,065 shares worth $291K. The stake represents ﹤0.01% of the portfolio and ranks #997 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in OTIS as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in OTIS in Q4 2020 and has held it in 19 quarters since. The position peaked at $577K in Q4 2022. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Wealthspire Advisors (New York) held 4,065 shares of Otis Worldwide worth $291K as of Q2 2026.
Otis Worldwide was a new Wealthspire Advisors (New York) position in Q2 2026.
Otis Worldwide made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #997 holding.
Wealthspire Advisors (New York) first reported a position in Otis Worldwide in Q4 2020 and has held it in 19 quarters since.
Wealthspire Advisors (New York)'s Otis Worldwide position peaked at $577K in Q4 2022.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.