Cohen Klingenstein’s Otis Worldwide OTIS Stock Holding History

Cohen Klingenstein’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 Q3	$1.51M	Hold	23,500	–	–	0.04%	140
2026 Q2	$1.68M	Hold	23,500	–	–	0.05%	135
2026 Q1	$1.81M	Hold	23,500	–	–	0.06%	129
2025 Q4	$2.05M	Hold	23,500	–	–	0.06%	118
2025 Q3	$2.15M	Hold	23,500	–	–	0.07%	111
2025 Q2	$2.33M	Hold	23,500	–	–	0.08%	110
2025 Q1	$2.43M	Hold	23,500	–	–	0.09%	106
2024 Q4	$2.18M	Sell	23,500 -5,807	-20%	-$582K	0.07%	112
2024 Q3	$3.05M	Hold	29,307	–	–	0.11%	102
2024 Q2	$2.82M	Hold	29,307	–	–	0.1%	102
2024 Q1	$2.91M	Hold	29,307	–	–	0.11%	102
2023 Q4	$2.62M	Hold	29,307	–	–	0.11%	104
2023 Q3	$2.35M	Sell	29,307 -2,000	-6%	-$171K	0.11%	105
2023 Q2	$2.79M	Hold	31,307	–	–	0.12%	101
2023 Q1	$2.64M	Hold	31,307	–	–	0.12%	106
2022 Q4	$2.45M	Hold	31,307	–	–	0.12%	106
2022 Q3	$2M	Hold	31,307	–	–	0.11%	110
2022 Q2	$2.21M	Hold	31,307	–	–	0.11%	103
2022 Q1	$2.41M	Hold	31,307	–	–	0.1%	116
2021 Q4	$2.73M	Sell	31,307 -3,886	-11%	-$325K	0.11%	107
2021 Q3	$2.9M	Sell	35,193 -6,385	-15%	-$561K	0.13%	109
2021 Q2	$3.4M	Hold	41,578	–	–	0.15%	107
2021 Q1	$2.85M	Hold	41,578	–	–	0.13%	113
2020 Q4	$2.81M	Sell	41,578 -225	-0.5%	-$14.6K	0.14%	105
2020 Q3	$2.61M	Hold	41,803	–	–	0.15%	106
2020 Q2	$2.38M	Buy	+41,803	New	+$2.17M	0.15%	104

Other funds holding OTIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Cohen Klingenstein's OTIS Position: Q3 2026 in Review

Cohen Klingenstein held its Otis Worldwide (OTIS) position steady in Q3 2026 at 23,500 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #140.

Cohen Klingenstein first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $3.4M in Q2 2021. 613 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Cohen Klingenstein held 23,500 shares of Otis Worldwide worth $1.51M as of Q3 2026.
Cohen Klingenstein left its Otis Worldwide share count unchanged in Q3 2026.
Otis Worldwide made up 0.04% of Cohen Klingenstein's portfolio in Q3 2026, its #140 holding.
Cohen Klingenstein first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
Cohen Klingenstein's Otis Worldwide position peaked at $3.4M in Q2 2021.
613 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Cohen Klingenstein's 13F filing for Q3 2026, filed 15 Oct 2026.