Holowesko Partners’s Otis Worldwide OTIS Stock Holding History

Holowesko 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 Q1	$840K	Hold	10,900	–	–	0.24%	28
2025 Q4	$952K	Hold	10,900	–	–	0.33%	24
2025 Q3	$997K	Buy	10,900 +1,900	+21%	+$172K	0.37%	22
2025 Q2	$891K	Hold	9,000	–	–	0.3%	24
2025 Q1	$929K	Hold	9,000	–	–	0.35%	22
2024 Q4	$833K	Hold	9,000	–	–	0.38%	19
2024 Q3	$935K	Hold	9,000	–	–	0.5%	20
2024 Q2	$866K	Hold	9,000	–	–	0.46%	22
2024 Q1	$893K	Hold	9,000	–	–	0.33%	29
2023 Q4	$805K	Hold	9,000	–	–	0.27%	30
2023 Q3	$723K	Hold	9,000	–	–	0.31%	26
2023 Q2	$801K	Hold	9,000	–	–	0.35%	25
2023 Q1	$760K	Sell	9,000 -6,500	-42%	-$538K	0.4%	26
2022 Q4	$1.21M	Sell	15,500 -3,500	-18%	-$258K	0.58%	24
2022 Q3	$1.21M	Hold	19,000	–	–	0.68%	21
2022 Q2	$1.34M	Hold	19,000	–	–	0.7%	22
2022 Q1	$1.46M	Buy	19,000 +4,000	+27%	+$320K	0.7%	23
2021 Q4	$1.31M	Hold	15,000	–	–	0.53%	23
2021 Q3	$1.23M	Sell	15,000 -3,000	-17%	-$264K	0.46%	26
2021 Q2	$1.47M	Sell	18,000 -7,000	-28%	-$539K	0.37%	22
2021 Q1	$1.71M	Buy	25,000 +8,000	+47%	+$523K	0.46%	23
2020 Q4	$1.15M	Sell	17,000 -115,000	-87%	-$7.46M	0.31%	26
2020 Q3	$8.24M	Sell	132,000 -20,500	-13%	-$1.25M	1.39%	14
2020 Q2	$8.67M	Buy	+152,500	New	+$7.9M	1.04%	17

Other funds holding OTIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Holowesko Partners's OTIS Position: Q1 2026 in Review

Holowesko Partners held its Otis Worldwide (OTIS) position steady in Q1 2026 at 10,900 shares worth $840K. The position accounts for 0.24% of the portfolio, ranked #28.

Holowesko Partners first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.67M in Q2 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Holowesko Partners held 10,900 shares of Otis Worldwide worth $840K as of Q1 2026.
Holowesko Partners left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.24% of Holowesko Partners's portfolio in Q1 2026, its #28 holding.
Holowesko Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
Holowesko Partners's Otis Worldwide position peaked at $8.67M in Q2 2020.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Holowesko Partners's 13F filing for Q1 2026, filed 13 May 2026.