West Paces Advisors’s Otis Worldwide OTIS Stock Holding History

West Paces 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	$2.79K	Buy	+39	New	+$2.91K	﹤0.01%	535
2025 Q2	–	Sell	-14	Closed	-$1.45K	–	448
2025 Q1	$1.45K	Hold	14	–	–	﹤0.01%	464
2024 Q4	$1.3K	Hold	14	–	–	﹤0.01%	470
2024 Q3	$1.46K	Hold	14	–	–	﹤0.01%	458
2024 Q2	$1.35K	Hold	14	–	–	﹤0.01%	471
2024 Q1	$1.39K	Sell	14 -17	-55%	-$1.57K	﹤0.01%	484
2023 Q4	$2.77K	Buy	31 +17	+121%	+$1.41K	﹤0.01%	444
2023 Q3	$1.12K	Hold	14	–	–	﹤0.01%	458
2023 Q2	$1.25K	Hold	14	–	–	﹤0.01%	481
2023 Q1	$1.18K	Hold	14	–	–	﹤0.01%	496
2022 Q4	$1.1K	Hold	14	–	–	﹤0.01%	470
2022 Q3	$893	Hold	14	–	–	﹤0.01%	474
2022 Q2	$989	Hold	14	–	–	﹤0.01%	522
2022 Q1	$1.08K	Buy	+14	New	+$1.12K	﹤0.01%	526
2021 Q4	–	Sell	-76	Closed	-$6.25K	–	615
2021 Q3	$6.25K	Sell	76 -20	-21%	-$1.76K	﹤0.01%	399
2021 Q2	$7.85K	Hold	96	–	–	﹤0.01%	382
2021 Q1	$6.57K	Hold	96	–	–	﹤0.01%	376
2020 Q4	$6.49K	Hold	96	–	–	﹤0.01%	349
2020 Q3	$5.99K	Sell	96 -250	-72%	-$15.3K	﹤0.01%	342
2020 Q2	$19.7K	Buy	+346	New	+$17.9K	0.01%	252

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

West Paces Advisors's OTIS Position: Q2 2026 in Review

West Paces Advisors opened a new position in Otis Worldwide (OTIS) in Q2 2026: 39 shares worth $2.79K. The stake represents ﹤0.01% of the portfolio and ranks #535 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in OTIS as recently as Q1 2025.

West Paces Advisors first reported a position in OTIS in Q2 2020 and has held it in 20 quarters since. The position peaked at $19.7K in Q2 2020. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

West Paces Advisors held 39 shares of Otis Worldwide worth $2.79K as of Q2 2026.
Otis Worldwide was a new West Paces Advisors position in Q2 2026.
Otis Worldwide made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #535 holding.
West Paces Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 20 quarters since.
West Paces Advisors's Otis Worldwide position peaked at $19.7K in Q2 2020.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.