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 Q2	$1.37M	Sell	19,093 -437	-2%	-$32.6K	0.12%	62
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Clarkston Capital Partners's OTIS Position: Q2 2026 in Review

Clarkston Capital Partners reduced its Otis Worldwide (OTIS) stake by 2.2% in Q2 2026, selling an estimated $32.6K and leaving 19,093 shares worth $1.37M. The position accounts for 0.12% of the portfolio, ranked #62.

Clarkston Capital Partners first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.4M in Q3 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Clarkston Capital Partners held 19,093 shares of Otis Worldwide worth $1.37M as of Q2 2026.
Clarkston Capital Partners sold 437 Otis Worldwide shares in Q2 2026, an estimated $32.6K.
Otis Worldwide made up 0.12% of Clarkston Capital Partners's portfolio in Q2 2026, its #62 holding.
Clarkston Capital Partners first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
Clarkston Capital Partners's Otis Worldwide position peaked at $14.4M in Q3 2025.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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