Westside Investment Management’s Otis Worldwide OTIS Stock Holding History

Westside Investment 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	$24.1K	Hold	336	–	–	﹤0.01%	856
2026 Q1	$26.2K	Sell	336 -7	-2%	-$612	﹤0.01%	796
2025 Q4	$30.3K	Buy	343 +7	+2%	+$626	﹤0.01%	718
2025 Q3	$31K	Buy	336 +168	+100%	+$15.3K	0.01%	709
2025 Q2	$16.9K	Buy	+168	New	+$16.2K	﹤0.01%	741
2024 Q3	–	Sell	-50	Closed	-$4.81K	–	1012
2024 Q2	$4.81K	Hold	50	–	–	﹤0.01%	768
2024 Q1	$4.96K	Sell	50 -100	-67%	-$9.24K	﹤0.01%	726
2023 Q4	$13.4K	Hold	150	–	–	﹤0.01%	551
2023 Q3	$12K	Hold	150	–	–	﹤0.01%	556
2023 Q2	$13.4K	Sell	150 -26	-15%	-$2.19K	﹤0.01%	546
2023 Q1	$14.9K	Buy	176 +1	+0.6%	+$83	﹤0.01%	523
2022 Q4	$13	Hold	175	–	–	﹤0.01%	576
2022 Q3	$11	Hold	175	–	–	﹤0.01%	593
2022 Q2	$12	Sell	175 -21	-11%	-$1.55K	﹤0.01%	578
2022 Q1	$15	Hold	196	–	–	﹤0.01%	559
2021 Q4	$17	Hold	196	–	–	﹤0.01%	526
2021 Q3	$16	Hold	196	–	–	﹤0.01%	518
2021 Q2	$16	Hold	196	–	–	﹤0.01%	514
2021 Q1	$13	Sell	196 -223	-53%	-$14.6K	﹤0.01%	517
2020 Q4	$28	Buy	419 +21	+5%	+$1.36K	﹤0.01%	393
2020 Q3	$24	Hold	398	–	–	﹤0.01%	402
2020 Q2	$22	Buy	+398	New	+$20.6K	﹤0.01%	391

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 $3.37T AUM 44.26% 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

Westside Investment Management's OTIS Position: Q2 2026 in Review

Westside Investment Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 336 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Westside Investment Management first reported a position in OTIS in Q2 2020 and has held it in 22 quarters since. The position peaked at $31K in Q3 2025. 1,229 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Westside Investment Management held 336 shares of Otis Worldwide worth $24.1K as of Q2 2026.
Westside Investment Management left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #856 holding.
Westside Investment Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 22 quarters since.
Westside Investment Management's Otis Worldwide position peaked at $31K in Q3 2025.
1,229 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.