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Independent Franchise Partners’s Otis Worldwide OTIS Stock Holding History

Independent Franchise 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 		$369M Buy
5,152,104
+4,149,820
+414% +$310M 2.42% 18
2026
Q1 		$77.3M Sell
1,002,284
-61,865
-6% -$5.41M 0.54% 26
2025
Q4 		$93M Sell
1,064,149
-34,347
-3% -$3.07M 0.59% 27
2025
Q3 		$100M Buy
+1,098,496
New +$99.7M 0.66% 26

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

Independent Franchise Partners's OTIS Position: Q2 2026 in Review

Independent Franchise Partners increased its Otis Worldwide (OTIS) stake by 414% in Q2 2026, buying an estimated $310M and bringing the position to 5,152,104 shares worth $369M. The position accounts for 2.42% of the portfolio, ranked #18.

Independent Franchise Partners first reported a position in OTIS in Q3 2025 and has held it in 4 quarters since. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Independent Franchise Partners held 5,152,104 shares of Otis Worldwide worth $369M as of Q2 2026.
  • Independent Franchise Partners bought 4,149,820 Otis Worldwide shares in Q2 2026, an estimated $310M.
  • Otis Worldwide made up 2.42% of Independent Franchise Partners's portfolio in Q2 2026, its #18 holding.
  • Independent Franchise Partners first reported a position in Otis Worldwide in Q3 2025 and has held it in 4 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Independent Franchise Partners's 13F filing for Q2 2026, filed 13 Aug 2026.