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General Partner Inc’s Otis Worldwide OTIS Stock Holding History

General Partner Inc’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 		$195K Hold
3,029
– – 0.1% 95
2026
Q2 		$217K Hold
3,029
– – 0.12% 90
2026
Q1 		$233K Hold
3,029
– – 0.14% 85
2025
Q4 		$265K Hold
3,029
– – 0.15% 77
2025
Q3 		$277K Hold
3,029
– – 0.15% 74
2025
Q2 		$300K Hold
3,029
– – 0.18% 72
2025
Q1 		$313K Hold
3,029
– – 0.2% 65
2024
Q4 		$281K Hold
3,029
– – 0.17% 73
2024
Q3 		$315K Hold
3,029
– – 0.2% 70
2024
Q2 		$292K Buy
3,029
+29
+1% +$2.79K 0.19% 71
2024
Q1 		$298K Hold
3,000
– – 0.19% 74
2023
Q4 		$265K Hold
3,000
– – 0.22% 59
2023
Q3 		$237K Hold
3,000
– – 0.21% 60
2023
Q2 		$267K Hold
3,000
– – 0.22% 61
2023
Q1 		$235K Sell
3,000
-480
-14% -$39.7K 0.21% 61
2022
Q4 		$273K Buy
+3,480
New +$257K 0.25% 57

Other funds holding OTIS

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

General Partner Inc's OTIS Position: Q3 2026 in Review

General Partner Inc held its Otis Worldwide (OTIS) position steady in Q3 2026 at 3,029 shares worth $195K. The position accounts for 0.1% of the portfolio, ranked #95.

General Partner Inc first reported a position in OTIS in Q4 2022 and has held it in 16 quarters since. The position peaked at $315K in Q3 2024. 8 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • General Partner Inc held 3,029 shares of Otis Worldwide worth $195K as of Q3 2026.
  • General Partner Inc left its Otis Worldwide share count unchanged in Q3 2026.
  • Otis Worldwide made up 0.1% of General Partner Inc's portfolio in Q3 2026, its #95 holding.
  • General Partner Inc first reported a position in Otis Worldwide in Q4 2022 and has held it in 16 quarters since.
  • General Partner Inc's Otis Worldwide position peaked at $315K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on General Partner Inc's 13F filing for Q3 2026, filed 5 Oct 2026.