Edgestream Partners’s Otis Worldwide OTIS Stock Holding History

Edgestream 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	$7.01M	Buy	+97,850	New	+$7.31M	0.21%	151
2026 Q1	–	Sell	-90,100	Closed	-$7.87M	–	1041
2025 Q4	$7.87M	Buy	+90,100	New	+$8.06M	0.22%	124
2024 Q1	–	Sell	-34,526	Closed	-$3.09M	–	967
2023 Q4	$3.09M	Buy	34,526 +27,191	+371%	+$2.26M	0.22%	128
2023 Q3	$589K	Sell	7,335 -37,135	-84%	-$3.18M	0.05%	549
2023 Q2	$3.96M	Buy	+44,470	New	+$3.75M	0.36%	36

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

Edgestream Partners's OTIS Position: Q2 2026 in Review

Edgestream Partners opened a new position in Otis Worldwide (OTIS) in Q2 2026: 97,850 shares worth $7.01M. The stake represents 0.21% of the portfolio and ranks #151 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in OTIS as recently as Q4 2025.

Edgestream Partners first reported a position in OTIS in Q2 2023 and has held it in 5 quarters since. The position peaked at $7.87M in Q4 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Edgestream Partners held 97,850 shares of Otis Worldwide worth $7.01M as of Q2 2026.
Otis Worldwide was a new Edgestream Partners position in Q2 2026.
Otis Worldwide made up 0.21% of Edgestream Partners's portfolio in Q2 2026, its #151 holding.
Edgestream Partners first reported a position in Otis Worldwide in Q2 2023 and has held it in 5 quarters since.
Edgestream Partners's Otis Worldwide position peaked at $7.87M in Q4 2025.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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