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Chicago Partners Investment Group’s Otis Worldwide OTIS Stock Holding History

Chicago Partners Investment Group’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 		$977K Buy
+13,810
New +$1.03M 0.02% 664
2026
Q1 		– Sell
-4,625
Closed -$421K – 1532
2025
Q4 		$421K Buy
4,625
+810
+21% +$72.5K 0.01% 863
2025
Q3 		$348K Sell
3,815
-102
-3% -$9.26K 0.01% 871
2025
Q2 		$347K Buy
3,917
+1,207
+45% +$117K 0.01% 772
2025
Q1 		$264K Buy
+2,710
New +$265K 0.01% 747

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

Chicago Partners Investment Group's OTIS Position: Q2 2026 in Review

Chicago Partners Investment Group opened a new position in Otis Worldwide (OTIS) in Q2 2026: 13,810 shares worth $977K. The stake represents 0.02% of the portfolio and ranks #664 among its holdings. This is a return to the name: Chicago Partners Investment Group previously reported a position in OTIS as recently as Q4 2025.

Chicago Partners Investment Group first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Chicago Partners Investment Group held 13,810 shares of Otis Worldwide worth $977K as of Q2 2026.
  • Otis Worldwide was a new Chicago Partners Investment Group position in Q2 2026.
  • Otis Worldwide made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #664 holding.
  • Chicago Partners Investment Group first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.