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Essential Partners’s Otis Worldwide OTIS Stock Holding History

Essential 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
Q3 		$84.7K Sell
1,317
-781
-37% -$55.6K 0.04% 470
2026
Q2 		$150K Buy
2,098
+1,804
+614% +$135K 0.07% 316
2026
Q1 		$22.7K Sell
294
-2,198
-88% -$192K 0.01% 878
2025
Q4 		$218K Sell
2,492
-253
-9% -$22.6K 0.07% 301
2025
Q3 		$251K Buy
2,745
+2,004
+270% +$182K 0.08% 282
2025
Q2 		$73.4K Buy
+741
New +$71.5K 0.03% 397

Other funds holding OTIS

AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Essential Partners's OTIS Position: Q3 2026 in Review

Essential Partners reduced its Otis Worldwide (OTIS) stake by 37% in Q3 2026, selling an estimated $55.6K and leaving 1,317 shares worth $84.7K. The position accounts for 0.04% of the portfolio, ranked #470.

Essential Partners first reported a position in OTIS in Q2 2025 and has held it in 6 quarters since. The position peaked at $251K in Q3 2025. 110 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Essential Partners held 1,317 shares of Otis Worldwide worth $84.7K as of Q3 2026.
  • Essential Partners sold 781 Otis Worldwide shares in Q3 2026, an estimated $55.6K.
  • Otis Worldwide made up 0.04% of Essential Partners's portfolio in Q3 2026, its #470 holding.
  • Essential Partners first reported a position in Otis Worldwide in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Otis Worldwide position peaked at $251K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.