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CenterBook Partners’s Otis Worldwide OTIS Stock Holding History

CenterBook 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 		$3.3M Buy
+46,098
New +$3.44M 0.16% 149
2026
Q1 		– Sell
-27,007
Closed -$2.36M – 743
2025
Q4 		$2.36M Buy
27,007
+12,262
+83% +$1.1M 0.12% 235
2025
Q3 		$1.35M Buy
14,745
+10,770
+271% +$978K 0.07% 328
2025
Q2 		$394K Buy
+3,975
New +$384K 0.02% 468

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

CenterBook Partners's OTIS Position: Q2 2026 in Review

CenterBook Partners opened a new position in Otis Worldwide (OTIS) in Q2 2026: 46,098 shares worth $3.3M. The stake represents 0.16% of the portfolio and ranks #149 among its holdings. This is a return to the name: CenterBook Partners previously reported a position in OTIS as recently as Q4 2025.

CenterBook Partners first reported a position in OTIS in Q2 2025 and has held it in 4 quarters since. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • CenterBook Partners held 46,098 shares of Otis Worldwide worth $3.3M as of Q2 2026.
  • Otis Worldwide was a new CenterBook Partners position in Q2 2026.
  • Otis Worldwide made up 0.16% of CenterBook Partners's portfolio in Q2 2026, its #149 holding.
  • CenterBook Partners first reported a position in Otis Worldwide in Q2 2025 and has held it in 4 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on CenterBook Partners's 13F filing for Q2 2026, filed 11 Aug 2026.