Core Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Core Wealth 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	$334K	Hold	4,670	–	–	0.14%	128
2026 Q1	$360K	Hold	4,670	–	–	0.17%	112
2025 Q4	$408K	Hold	4,670	–	–	0.18%	105
2025 Q3	$427K	Buy	4,670 +100	+2%	+$9.08K	0.2%	103
2025 Q2	$453K	Hold	4,570	–	–	0.23%	91
2025 Q1	$472K	Hold	4,570	–	–	0.27%	87
2024 Q4	$423K	Hold	4,570	–	–	0.24%	90
2024 Q3	$475K	Hold	4,570	–	–	0.29%	78
2024 Q2	$440K	Hold	4,570	–	–	0.3%	72
2024 Q1	$454K	Hold	4,570	–	–	0.34%	61
2023 Q4	$409K	Hold	4,570	–	–	0.34%	62
2023 Q3	$367K	Buy	+4,570	New	+$391K	0.33%	61

Other funds holding OTIS

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Core Wealth Partners's OTIS Position: Q2 2026 in Review

Core Wealth Partners held its Otis Worldwide (OTIS) position steady in Q2 2026 at 4,670 shares worth $334K. The position accounts for 0.14% of the portfolio, ranked #128.

Core Wealth Partners first reported a position in OTIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $475K in Q3 2024. 317 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Core Wealth Partners held 4,670 shares of Otis Worldwide worth $334K as of Q2 2026.
Core Wealth Partners left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.14% of Core Wealth Partners's portfolio in Q2 2026, its #128 holding.
Core Wealth Partners first reported a position in Otis Worldwide in Q3 2023 and has held it in 12 quarters since.
Core Wealth Partners's Otis Worldwide position peaked at $475K in Q3 2024.
317 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.