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 Q3	–	Sell	-3,539	Closed	-$253K	–	43
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Arlington Partners's OTIS Position: Q3 2026 in Review

Arlington Partners sold out of Otis Worldwide (OTIS) in Q3 2026, closing a stake of 3,539 shares — an estimated $253K sold.

Arlington Partners first reported a position in OTIS in Q1 2021 and held it in 14 quarters. The position peaked at $4.59M in Q1 2025. 869 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Arlington Partners reported no remaining Otis Worldwide position as of Q3 2026 after selling out during the quarter.
Arlington Partners sold 3,539 Otis Worldwide shares in Q3 2026, an estimated $253K.
Arlington Partners first reported a position in Otis Worldwide in Q1 2021 and held it in 14 quarters.
Arlington Partners's Otis Worldwide position peaked at $4.59M in Q1 2025.
869 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Arlington Partners's 13F filing for Q3 2026, filed 20 Oct 2026.