Cerity Partners
OTIS icon

Cerity Partners’s Otis Worldwide OTIS Stock Holding History

Cerity 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 		$13.1M Buy
183,124
+25,738
+16% +$1.92M 0.02% 635
2026
Q1 		$12.1M Sell
157,386
-137,237
-47% -$12M 0.02% 607
2025
Q4 		$25.7M Sell
294,623
-120,430
-29% -$10.8M 0.04% 364
2025
Q3 		$37.9M Buy
415,053
+73,229
+21% +$6.65M 0.06% 253
2025
Q2 		$33.8M Buy
341,824
+8,455
+3% +$816K 0.06% 255
2025
Q1 		$34.4M Buy
333,369
+283,923
+574% +$27.7M 0.07% 236
2024
Q4 		$4.72M Buy
49,446
+673
+1% +$67.5K 0.01% 734
2024
Q3 		$5.07M Buy
48,773
+14,348
+42% +$1.37M 0.01% 692
2024
Q2 		$3.31M Sell
34,425
-425
-1% -$41K 0.01% 731
2024
Q1 		$3.46M Buy
34,850
+9,119
+35% +$843K 0.01% 773
2023
Q4 		$2.3M Buy
25,731
+7,741
+43% +$644K 0.01% 732
2023
Q3 		$1.44M Sell
17,990
-4,334
-19% -$371K 0.01% 663
2023
Q2 		$1.99M Sell
22,324
-885
-4% -$74.6K 0.01% 736
2023
Q1 		$4.67M Buy
23,209
+4,777
+26% +$395K 0.01% 510
2022
Q4 		$1.44M Buy
18,432
+3,690
+25% +$272K 0.01% 601
2022
Q3 		$942K Sell
14,742
-558
-4% -$40.8K 0.01% 532
2022
Q2 		$1.08M Buy
15,300
+9,172
+150% +$676K 0.01% 529
2022
Q1 		$473K Buy
6,128
+532
+10% +$42.5K 0.01% 605
2021
Q4 		$492K Buy
5,596
+1,349
+32% +$113K 0.01% 603
2021
Q3 		$349K Buy
4,247
+365
+9% +$32.1K 0.01% 540
2021
Q2 		$317K Sell
3,882
-14
-0.4% -$1.08K 0.01% 562
2021
Q1 		$267K Sell
3,896
-181
-4% -$11.8K 0.01% 583
2020
Q4 		$275K Buy
4,077
+232
+6% +$15.1K 0.01% 543
2020
Q3 		$240K Buy
+3,845
New +$235K 0.01% 435

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cerity Partners's OTIS Position: Q2 2026 in Review

Cerity Partners increased its Otis Worldwide (OTIS) stake by 16% in Q2 2026, buying an estimated $1.92M and bringing the position to 183,124 shares worth $13.1M. The position accounts for 0.02% of the portfolio, ranked #635.

Cerity Partners first reported a position in OTIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $37.9M in Q3 2025. 1,137 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Cerity Partners held 183,124 shares of Otis Worldwide worth $13.1M as of Q2 2026.
  • Cerity Partners bought 25,738 Otis Worldwide shares in Q2 2026, an estimated $1.92M.
  • Otis Worldwide made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #635 holding.
  • Cerity Partners first reported a position in Otis Worldwide in Q3 2020 and has held it in 24 quarters since.
  • Cerity Partners's Otis Worldwide position peaked at $37.9M in Q3 2025.
  • 1,137 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.