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Western Wealth Management’s Otis Worldwide OTIS Stock Holding History

Western Wealth Management’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 		$821K Sell
11,462
-1,009
-8% -$75.4K 0.03% 532
2026
Q1 		$961K Buy
+12,471
New +$1.09M 0.04% 457
2022
Q4 		– Sell
-5,005
Closed -$316K – 748
2022
Q3 		$316K Sell
5,005
-1,407
-22% -$103K 0.02% 618
2022
Q2 		$449K Buy
6,412
+1
+0% +$74 0.03% 504
2022
Q1 		$494K Buy
6,411
+3,008
+88% +$240K 0.02% 535
2021
Q4 		$291K Buy
+3,403
New +$285K 0.03% 475

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 $3.37T 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
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

Western Wealth Management's OTIS Position: Q2 2026 in Review

Western Wealth Management reduced its Otis Worldwide (OTIS) stake by 8.1% in Q2 2026, selling an estimated $75.4K and leaving 11,462 shares worth $821K. The position accounts for 0.03% of the portfolio, ranked #532.

Western Wealth Management first reported a position in OTIS in Q4 2021 and has held it in 6 quarters since. The position peaked at $961K in Q1 2026. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Western Wealth Management held 11,462 shares of Otis Worldwide worth $821K as of Q2 2026.
  • Western Wealth Management sold 1,009 Otis Worldwide shares in Q2 2026, an estimated $75.4K.
  • Otis Worldwide made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #532 holding.
  • Western Wealth Management first reported a position in Otis Worldwide in Q4 2021 and has held it in 6 quarters since.
  • Western Wealth Management's Otis Worldwide position peaked at $961K in Q1 2026.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.