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Wilkerson Advisory Group’s Otis Worldwide OTIS Stock Holding History

Wilkerson Advisory Group’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 		$2.43K Sell
34
-97
-74% -$7.25K ﹤0.01% 543
2026
Q1 		$10.1K Buy
131
+53
+68% +$4.64K ﹤0.01% 400
2025
Q4 		$6.81K Buy
+78
New +$6.98K ﹤0.01% 396

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

Wilkerson Advisory Group's OTIS Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Otis Worldwide (OTIS) stake by 74% in Q2 2026, selling an estimated $7.25K and leaving 34 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Wilkerson Advisory Group first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.1K in Q1 2026. 1,224 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Wilkerson Advisory Group held 34 shares of Otis Worldwide worth $2.43K as of Q2 2026.
  • Wilkerson Advisory Group sold 97 Otis Worldwide shares in Q2 2026, an estimated $7.25K.
  • Otis Worldwide made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #543 holding.
  • Wilkerson Advisory Group first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Otis Worldwide position peaked at $10.1K in Q1 2026.
  • 1,224 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.