DP
OTIS icon

Dearborn Partners’s Otis Worldwide OTIS Stock Holding History

Dearborn 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 		$420K Hold
5,865
– – 0.02% 206
2026
Q1 		$452K Hold
5,865
– – 0.02% 191
2025
Q4 		$512K Hold
5,865
– – 0.03% 178
2025
Q3 		$536K Sell
5,865
-303
-5% -$27.5K 0.03% 175
2025
Q2 		$611K Sell
6,168
-11,428
-65% -$1.1M 0.03% 157
2025
Q1 		$1.82M Sell
17,596
-65
-0.4% -$6.35K 0.09% 89
2024
Q4 		$1.64M Buy
17,661
+25
+0.1% +$2.51K 0.07% 93
2024
Q3 		$1.83M Hold
17,636
– – 0.07% 87
2024
Q2 		$1.7M Sell
17,636
-25
-0.1% -$2.41K 0.07% 90
2024
Q1 		$1.75M Sell
17,661
-31
-0.2% -$2.87K 0.08% 90
2023
Q4 		$1.58M Buy
17,692
+31
+0.2% +$2.58K 0.06% 92
2023
Q3 		$1.42M Sell
17,661
-47
-0.3% -$4.02K 0.06% 90
2023
Q2 		$1.58M Hold
17,708
– – 0.06% 88
2023
Q1 		$1.49M Sell
17,708
-469
-3% -$38.8K 0.06% 89
2022
Q4 		$1.42M Sell
18,177
-2,949
-14% -$218K 0.06% 97
2022
Q3 		$1.35M Buy
+21,126
New +$1.55M 0.06% 97
2022
Q1 		– Sell
-21,349
Closed -$1.86M – 279
2021
Q4 		$1.86M Sell
21,349
-11,187
-34% -$936K 0.07% 87
2021
Q3 		$2.68M Sell
32,536
-529
-2% -$46.5K 0.11% 75
2021
Q2 		$2.7M Sell
33,065
-377
-1% -$29K 0.11% 77
2021
Q1 		$2.29M Sell
33,442
-3,119
-9% -$204K 0.1% 76
2020
Q4 		$2.47M Sell
36,561
-1,401
-4% -$90.9K 0.11% 76
2020
Q3 		$2.37M Sell
37,962
-1,575
-4% -$96.3K 0.12% 76
2020
Q2 		$2.25M Buy
+39,537
New +$2.05M 0.12% 72

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

Dearborn Partners's OTIS Position: Q2 2026 in Review

Dearborn Partners held its Otis Worldwide (OTIS) position steady in Q2 2026 at 5,865 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #206.

Dearborn Partners first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.7M in Q2 2021. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Dearborn Partners held 5,865 shares of Otis Worldwide worth $420K as of Q2 2026.
  • Dearborn Partners left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.02% of Dearborn Partners's portfolio in Q2 2026, its #206 holding.
  • Dearborn Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • Dearborn Partners's Otis Worldwide position peaked at $2.7M in Q2 2021.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Dearborn Partners's 13F filing for Q2 2026, filed 13 Aug 2026.