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 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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

General Partner Inc's OTIS Position: Q2 2026 in Review

General Partner Inc held its Otis Worldwide (OTIS) position steady in Q2 2026 at 3,029 shares worth $217K. The position accounts for 0.12% of the portfolio, ranked #90.

General Partner Inc first reported a position in OTIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $315K in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

General Partner Inc held 3,029 shares of Otis Worldwide worth $217K as of Q2 2026.
General Partner Inc left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.12% of General Partner Inc's portfolio in Q2 2026, its #90 holding.
General Partner Inc first reported a position in Otis Worldwide in Q4 2022 and has held it in 15 quarters since.
General Partner Inc's Otis Worldwide position peaked at $315K in Q3 2024.
314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on General Partner Inc's 13F filing for Q2 2026, filed 6 Jul 2026.