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Arlington Partners’s Otis Worldwide OTIS Stock Holding History

Arlington 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 		$253K Buy
3,539
+487
+16% +$36.4K 0.46% 35
2026
Q1 		$235K Buy
+3,052
New +$267K 0.47% 52
2025
Q3 		– Sell
-29,022
Closed -$2.87M – 63
2025
Q2 		$2.87M Sell
29,022
-15,465
-35% -$1.49M 1.06% 49
2025
Q1 		$4.59M Buy
44,487
+2,605
+6% +$254K 1.8% 15
2024
Q4 		$3.88M Buy
41,882
+3,306
+9% +$332K 1.51% 43
2024
Q3 		$4.01M Buy
38,576
+6,500
+20% +$619K 1.57% 43
2024
Q2 		$3.09M Sell
32,076
-3,114
-9% -$300K 1.53% 51
2024
Q1 		$3.49M Hold
35,190
– – 1.78% 11
2023
Q4 		$3.15M Sell
35,190
-4
-0% -$333 0.91% 31
2023
Q3 		$2.83M Buy
35,194
+35,180
+251,286% +$3.01M 1.16% 29
2023
Q2 		$1.25K Hold
14
– – ﹤0.01% 563
2023
Q1 		$1.18K Buy
+14
New +$1.16K ﹤0.01% 529
2021
Q3 		– Sell
-9
Closed -$1K – 400
2021
Q2 		$1K Hold
9
– – ﹤0.01% 319
2021
Q1 		$1K Buy
+9
New +$588 ﹤0.01% 384

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Arlington Partners's OTIS Position: Q2 2026 in Review

Arlington Partners increased its Otis Worldwide (OTIS) stake by 16% in Q2 2026, buying an estimated $36.4K and bringing the position to 3,539 shares worth $253K. The position accounts for 0.46% of the portfolio, ranked #35.

Arlington Partners first reported a position in OTIS in Q1 2021 and has held it in 14 quarters since. The position peaked at $4.59M in Q1 2025. 175 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Arlington Partners held 3,539 shares of Otis Worldwide worth $253K as of Q2 2026.
  • Arlington Partners bought 487 Otis Worldwide shares in Q2 2026, an estimated $36.4K.
  • Otis Worldwide made up 0.46% of Arlington Partners's portfolio in Q2 2026, its #35 holding.
  • Arlington Partners first reported a position in Otis Worldwide in Q1 2021 and has held it in 14 quarters since.
  • Arlington Partners's Otis Worldwide position peaked at $4.59M in Q1 2025.
  • 175 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Arlington Partners's 13F filing for Q2 2026, filed 7 Jul 2026.