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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
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

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

Essential Partners's OTIS Position: Q2 2026 in Review

Essential Partners increased its Otis Worldwide (OTIS) stake by 614% in Q2 2026, buying an estimated $135K and bringing the position to 2,098 shares worth $150K. The position accounts for 0.07% of the portfolio, ranked #316.

Essential Partners first reported a position in OTIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $251K in Q3 2025. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Essential Partners held 2,098 shares of Otis Worldwide worth $150K as of Q2 2026.
  • Essential Partners bought 1,804 Otis Worldwide shares in Q2 2026, an estimated $135K.
  • Otis Worldwide made up 0.07% of Essential Partners's portfolio in Q2 2026, its #316 holding.
  • Essential Partners first reported a position in Otis Worldwide in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Otis Worldwide position peaked at $251K in Q3 2025.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.