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Global Retirement Partners’s Otis Worldwide OTIS Stock Holding History

Global Retirement 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 		$876K Buy
+12,232
New +$914K 0.01% 799
2025
Q4 		$447K Buy
5,112
+2,838
+125% +$254K 0.01% 1009
2025
Q3 		$208K Sell
2,274
-1,378
-38% -$125K ﹤0.01% 1159
2025
Q2 		$362K Buy
+3,652
New +$353K 0.01% 845
2024
Q4 		$341K Sell
3,680
-3
-0.1% -$301 0.01% 753
2024
Q3 		$383K Sell
3,683
-379
-9% -$36.1K 0.01% 713
2024
Q2 		$391K Buy
4,062
+2,652
+188% +$256K 0.01% 679
2024
Q1 		$140K Buy
1,410
+210
+18% +$19.4K 0.01% 934
2023
Q4 		$104K Buy
1,200
+26
+2% +$2.16K ﹤0.01% 1016
2023
Q3 		$94K Buy
1,174
+223
+23% +$19.1K ﹤0.01% 963
2023
Q2 		$84.7K Sell
951
-4
-0.4% -$337 ﹤0.01% 1014
2023
Q1 		$81.7K Sell
955
-50
-5% -$4.14K ﹤0.01% 1000
2022
Q4 		$78.7K Sell
1,005
-78
-7% -$5.76K 0.01% 903
2022
Q3 		$77K Sell
1,083
-91
-8% -$6.66K 0.01% 861
2022
Q2 		$83K Buy
1,174
+116
+11% +$8.54K 0.01% 816
2022
Q1 		$80K Buy
+1,058
New +$84.6K 0.01% 827
2021
Q4 		– Sell
-1,166
Closed -$96K – 1302
2021
Q3 		$96K Sell
1,166
-27
-2% -$2.37K 0.01% 664
2021
Q2 		$98K Sell
1,193
-588
-33% -$45.3K 0.01% 640
2021
Q1 		$122K Buy
1,781
+50
+3% +$3.27K 0.01% 518
2020
Q4 		$117K Sell
1,731
-125
-7% -$8.11K 0.01% 497
2020
Q3 		$116K Buy
1,856
+50
+3% +$3.06K 0.02% 460
2020
Q2 		$103K Buy
+1,806
New +$93.6K 0.02% 483

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

Global Retirement Partners's OTIS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Otis Worldwide (OTIS) in Q2 2026: 12,232 shares worth $876K. The stake represents 0.01% of the portfolio and ranks #799 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in OTIS as recently as Q4 2025.

Global Retirement Partners first reported a position in OTIS in Q2 2020 and has held it in 22 quarters since. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Global Retirement Partners held 12,232 shares of Otis Worldwide worth $876K as of Q2 2026.
  • Otis Worldwide was a new Global Retirement Partners position in Q2 2026.
  • Otis Worldwide made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #799 holding.
  • Global Retirement Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 22 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.