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Baldwin Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Baldwin Wealth 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 		$7.03M Sell
98,210
-1,952
-2% -$146K 0.46% 52
2026
Q1 		$7.72M Sell
100,162
-8,238
-8% -$721K 0.56% 40
2025
Q4 		$9.47M Sell
108,400
-6,578
-6% -$588K 0.61% 42
2025
Q3 		$10.5M Sell
114,978
-2,334
-2% -$212K 0.68% 40
2025
Q2 		$11.6M Buy
+117,312
New +$11.3M 0.79% 40
2024
Q4 		– Sell
-834
Closed -$86.7K – 773
2024
Q3 		$86.7K Buy
834
+259
+45% +$24.7K 0.01% 433
2024
Q2 		$55.4K Sell
575
-250
-30% -$24.1K ﹤0.01% 331
2024
Q1 		$81.9K Sell
825
-175
-18% -$16.2K 0.01% 296
2023
Q4 		$89.5K Hold
1,000
– – 0.01% 293
2023
Q3 		$80.3K Sell
1,000
-330
-25% -$28.2K 0.01% 324
2023
Q2 		$118K Hold
1,330
– – 0.01% 296
2023
Q1 		$112K Hold
1,330
– – 0.01% 309
2022
Q4 		$104K Buy
1,330
+1,080
+432% +$79.7K 0.01% 314
2022
Q3 		$16K Hold
250
– – ﹤0.01% 463
2022
Q2 		$18K Sell
250
-80
-24% -$5.89K ﹤0.01% 484
2022
Q1 		$25K Sell
330
-27
-8% -$2.16K ﹤0.01% 454
2021
Q4 		$31K Hold
357
– – ﹤0.01% 406
2021
Q3 		$30K Hold
357
– – ﹤0.01% 408
2021
Q2 		$29K Hold
357
– – ﹤0.01% 426
2021
Q1 		$24K Buy
357
+7
+2% +$458 ﹤0.01% 436
2020
Q4 		$24K Hold
350
– – ﹤0.01% 390
2020
Q3 		$22K Sell
350
-1,929
-85% -$118K ﹤0.01% 378
2020
Q2 		$129K Buy
+2,279
New +$118K 0.02% 192

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Baldwin Wealth Partners's OTIS Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Otis Worldwide (OTIS) stake by 1.9% in Q2 2026, selling an estimated $146K and leaving 98,210 shares worth $7.03M. The position accounts for 0.46% of the portfolio, ranked #52.

Baldwin Wealth Partners first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $11.6M in Q2 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Baldwin Wealth Partners held 98,210 shares of Otis Worldwide worth $7.03M as of Q2 2026.
  • Baldwin Wealth Partners sold 1,952 Otis Worldwide shares in Q2 2026, an estimated $146K.
  • Otis Worldwide made up 0.46% of Baldwin Wealth Partners's portfolio in Q2 2026, its #52 holding.
  • Baldwin Wealth Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • Baldwin Wealth Partners's Otis Worldwide position peaked at $11.6M in Q2 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.