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Ballentine Partners’s Otis Worldwide OTIS Stock Holding History

Ballentine 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 		$662K Sell
9,252
-44
-0.5% -$3.29K 0.01% 473
2026
Q1 		$717K Buy
9,296
+520
+6% +$45.5K 0.01% 425
2025
Q4 		$767K Buy
8,776
+2,854
+48% +$255K 0.01% 382
2025
Q3 		$541K Sell
5,922
-2,077
-26% -$189K 0.01% 476
2025
Q2 		$792K Buy
7,999
+2,242
+39% +$216K 0.01% 364
2025
Q1 		$594K Buy
5,757
+214
+4% +$20.9K 0.01% 399
2024
Q4 		$513K Buy
5,543
+292
+6% +$29.3K 0.01% 417
2024
Q3 		$546K Sell
5,251
-1,506
-22% -$143K 0.01% 396
2024
Q2 		$650K Buy
6,757
+431
+7% +$41.5K 0.01% 349
2024
Q1 		$628K Buy
6,326
+2,179
+53% +$201K 0.01% 344
2023
Q4 		$371K Sell
4,147
-1,530
-27% -$127K 0.01% 440
2023
Q3 		$456K Buy
5,677
+868
+18% +$74.2K 0.01% 340
2023
Q2 		$428K Buy
4,809
+279
+6% +$23.5K 0.01% 354
2023
Q1 		$382K Buy
4,530
+1,926
+74% +$159K 0.01% 358
2022
Q4 		$204K Buy
+2,604
New +$192K 0.01% 461
2020
Q3 		– Sell
-7,284
Closed -$415K – 403
2020
Q2 		$415K Buy
+7,284
New +$377K 0.02% 228

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

Ballentine Partners's OTIS Position: Q2 2026 in Review

Ballentine Partners reduced its Otis Worldwide (OTIS) stake by 0.47% in Q2 2026, selling an estimated $3.29K and leaving 9,252 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #473.

Ballentine Partners first reported a position in OTIS in Q2 2020 and has held it in 16 quarters since. The position peaked at $792K in Q2 2025. 169 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Ballentine Partners held 9,252 shares of Otis Worldwide worth $662K as of Q2 2026.
  • Ballentine Partners sold 44 Otis Worldwide shares in Q2 2026, an estimated $3.29K.
  • Otis Worldwide made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #473 holding.
  • Ballentine Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 16 quarters since.
  • Ballentine Partners's Otis Worldwide position peaked at $792K in Q2 2025.
  • 169 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.