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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
Q1 		$307K Buy
+3,984
New +$349K 0.01% 798

Other funds holding OTIS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

HUB Investment Partners's OTIS Position: Q1 2026 in Review

HUB Investment Partners opened a new position in Otis Worldwide (OTIS) in Q1 2026: 3,984 shares worth $307K. The stake represents 0.01% of the portfolio and ranks #798 among its holdings.

1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • HUB Investment Partners held 3,984 shares of Otis Worldwide worth $307K as of Q1 2026.
  • Otis Worldwide was a new HUB Investment Partners position in Q1 2026.
  • Otis Worldwide made up 0.01% of HUB Investment Partners's portfolio in Q1 2026, its #798 holding.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.