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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
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 $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

Dearborn Partners's OTIS Position: Q1 2026 in Review

Dearborn Partners held its Otis Worldwide (OTIS) position steady in Q1 2026 at 5,865 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #191.

Dearborn Partners first reported a position in OTIS in Q2 2020 and has held it in 22 quarters since. The position peaked at $2.7M in Q2 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Dearborn Partners held 5,865 shares of Otis Worldwide worth $452K as of Q1 2026.
  • Dearborn Partners left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.02% of Dearborn Partners's portfolio in Q1 2026, its #191 holding.
  • Dearborn Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 22 quarters since.
  • Dearborn Partners's Otis Worldwide position peaked at $2.7M in Q2 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Dearborn Partners's 13F filing for Q1 2026, filed 12 May 2026.