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HUB Investment Partners’s Otis Worldwide OTIS Stock Holding History

HUB Investment 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 		$542K Buy
7,567
+3,583
+90% +$268K 0.01% 678
2026
Q1 		$307K Buy
+3,984
New +$349K 0.01% 798

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 $3.38T AUM 44.17% 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

HUB Investment Partners's OTIS Position: Q2 2026 in Review

HUB Investment Partners increased its Otis Worldwide (OTIS) stake by 90% in Q2 2026, buying an estimated $268K and bringing the position to 7,567 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #678.

HUB Investment Partners first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • HUB Investment Partners held 7,567 shares of Otis Worldwide worth $542K as of Q2 2026.
  • HUB Investment Partners bought 3,583 Otis Worldwide shares in Q2 2026, an estimated $268K.
  • Otis Worldwide made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #678 holding.
  • HUB Investment Partners first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.