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Americana Partners’s Otis Worldwide OTIS Stock Holding History

Americana Partners’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 		$392K Buy
5,471
+2,048
+60% +$153K 0.01% 430
2026
Q1 		$264K Buy
3,423
+15
+0.4% +$1.31K 0.01% 443
2025
Q4 		$298K Hold
3,408
– – 0.01% 404
2025
Q3 		$312K Sell
3,408
-68
-2% -$6.17K 0.01% 375
2025
Q2 		$344K Sell
3,476
-15
-0.4% -$1.45K 0.01% 348
2025
Q1 		$360K Sell
3,491
-43
-1% -$4.2K 0.01% 311
2024
Q4 		$327K Hold
3,534
– – 0.01% 327
2024
Q3 		$367K Hold
3,534
– – 0.03% 287
2024
Q2 		$340K Buy
3,534
+57
+2% +$5.49K 0.03% 272
2024
Q1 		$345K Hold
3,477
– – 0.03% 269
2023
Q4 		$311K Hold
3,477
– – 0.03% 255
2023
Q3 		$279K Buy
+3,477
New +$297K 0.03% 244

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

Americana Partners's OTIS Position: Q2 2026 in Review

Americana Partners increased its Otis Worldwide (OTIS) stake by 60% in Q2 2026, buying an estimated $153K and bringing the position to 5,471 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #430.

Americana Partners first reported a position in OTIS in Q3 2023 and has held it in 12 quarters since. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Americana Partners held 5,471 shares of Otis Worldwide worth $392K as of Q2 2026.
  • Americana Partners bought 2,048 Otis Worldwide shares in Q2 2026, an estimated $153K.
  • Otis Worldwide made up 0.01% of Americana Partners's portfolio in Q2 2026, its #430 holding.
  • Americana Partners first reported a position in Otis Worldwide in Q3 2023 and has held it in 12 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.