Artisan Partners
OTIS icon

Artisan Partners’s Otis Worldwide OTIS Stock Holding History

Artisan 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 		$21.9M Sell
305,324
-103,999
-25% -$7.77M 0.03% 249
2026
Q1 		$31.6M Sell
409,323
-102,552
-20% -$8.97M 0.05% 249
2025
Q4 		$44.7M Sell
511,875
-48,166
-9% -$4.31M 0.07% 225
2025
Q3 		$51.2M Buy
560,041
+17,460
+3% +$1.58M 0.07% 212
2025
Q2 		$53.7M Sell
542,581
-6,738
-1% -$650K 0.08% 211
2025
Q1 		$56.7M Buy
549,319
+4,664
+0.9% +$456K 0.09% 196
2024
Q4 		$50.4M Buy
544,655
+280
+0.1% +$28.1K 0.08% 234
2024
Q3 		$56.6M Sell
544,375
-6,469
-1% -$616K 0.08% 213
2024
Q2 		$53M Sell
550,844
-3,866
-0.7% -$373K 0.08% 218
2024
Q1 		$55.1M Sell
554,710
-17,682
-3% -$1.63M 0.08% 214
2023
Q4 		$51.2M Sell
572,392
-2,335
-0.4% -$194K 0.08% 215
2023
Q3 		$46.2M Sell
574,727
-19,031
-3% -$1.63M 0.08% 208
2023
Q2 		$52.9M Sell
593,758
-28,290
-5% -$2.38M 0.09% 206
2023
Q1 		$52.5M Sell
622,048
-32,678
-5% -$2.7M 0.09% 211
2022
Q4 		$51.3M Sell
654,726
-51,636
-7% -$3.81M 0.09% 205
2022
Q3 		$45.1M Sell
706,362
-43,392
-6% -$3.17M 0.08% 213
2022
Q2 		$53M Buy
749,754
+100,160
+15% +$7.38M 0.09% 207
2022
Q1 		$50M Sell
649,594
-421,368
-39% -$33.7M 0.07% 232
2021
Q4 		$93.2M Sell
1,070,962
-849,167
-44% -$71.1M 0.11% 186
2021
Q3 		$158M Sell
1,920,129
-265,598
-12% -$23.4M 0.19% 131
2021
Q2 		$179M Buy
2,185,727
+1,068,693
+96% +$82.3M 0.21% 121
2021
Q1 		$76.5M Sell
1,117,034
-871,501
-44% -$57M 0.1% 216
2020
Q4 		$134M Buy
1,988,535
+59,448
+3% +$3.86M 0.16% 144
2020
Q3 		$120M Sell
1,929,087
-361,881
-16% -$22.1M 0.17% 137
2020
Q2 		$130M Buy
+2,290,968
New +$119M 0.21% 123

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

Artisan Partners's OTIS Position: Q2 2026 in Review

Artisan Partners reduced its Otis Worldwide (OTIS) stake by 25% in Q2 2026, selling an estimated $7.77M and leaving 305,324 shares worth $21.9M. The position accounts for 0.03% of the portfolio, ranked #249.

Artisan Partners first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $179M in Q2 2021. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Artisan Partners held 305,324 shares of Otis Worldwide worth $21.9M as of Q2 2026.
  • Artisan Partners sold 103,999 Otis Worldwide shares in Q2 2026, an estimated $7.77M.
  • Otis Worldwide made up 0.03% of Artisan Partners's portfolio in Q2 2026, its #249 holding.
  • Artisan Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Artisan Partners's Otis Worldwide position peaked at $179M in Q2 2021.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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