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Clarkston Capital Partners’s Otis Worldwide OTIS Stock Holding History

Clarkston Capital 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
Q1 		$1.51M Sell
19,530
-125,024
-86% -$10.9M 0.11% 65
2025
Q4 		$12.6M Sell
144,554
-13,144
-8% -$1.18M 0.29% 64
2025
Q3 		$14.4M Buy
157,698
+62,501
+66% +$5.67M 0.31% 58
2025
Q2 		$9.43M Sell
95,197
-1,471
-2% -$142K 0.2% 61
2025
Q1 		$9.98M Buy
96,668
+2,263
+2% +$221K 0.2% 57
2024
Q4 		$8.74M Buy
+94,405
New +$9.47M 0.17% 57

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Clarkston Capital Partners's OTIS Position: Q1 2026 in Review

Clarkston Capital Partners reduced its Otis Worldwide (OTIS) stake by 86% in Q1 2026, selling an estimated $10.9M and leaving 19,530 shares worth $1.51M. The position accounts for 0.11% of the portfolio, ranked #65.

Clarkston Capital Partners first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.4M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Clarkston Capital Partners held 19,530 shares of Otis Worldwide worth $1.51M as of Q1 2026.
  • Clarkston Capital Partners sold 125,024 Otis Worldwide shares in Q1 2026, an estimated $10.9M.
  • Otis Worldwide made up 0.11% of Clarkston Capital Partners's portfolio in Q1 2026, its #65 holding.
  • Clarkston Capital Partners first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • Clarkston Capital Partners's Otis Worldwide position peaked at $14.4M in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Clarkston Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.