Intellectus Partners’s Otis Worldwide OTIS Stock Holding History

Intellectus 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	$403K	Buy	5,631 +13	+0.2%	+$971	0.07%	221
2026 Q1	$433K	Buy	5,618 +1,017	+22%	+$89K	0.09%	218
2025 Q4	$402K	Buy	4,601 +1,419	+45%	+$127K	0.08%	209
2025 Q3	$291K	Buy	+3,182	New	+$289K	0.06%	240
2021 Q1	–	Sell	-3,624	Closed	-$245K	–	258
2020 Q4	$245K	Sell	3,624 -1,119	-24%	-$72.6K	0.07%	208
2020 Q3	$296K	Sell	4,743 -700	-13%	-$42.8K	0.11%	175
2020 Q2	$309K	Buy	+5,443	New	+$282K	0.12%	172

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Intellectus Partners's OTIS Position: Q2 2026 in Review

Intellectus Partners increased its Otis Worldwide (OTIS) stake by 0.23% in Q2 2026, buying an estimated $971 and bringing the position to 5,631 shares worth $403K. The position accounts for 0.07% of the portfolio, ranked #221.

Intellectus Partners first reported a position in OTIS in Q2 2020 and has held it in 7 quarters since. The position peaked at $433K in Q1 2026. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Intellectus Partners held 5,631 shares of Otis Worldwide worth $403K as of Q2 2026.
Intellectus Partners bought 13 Otis Worldwide shares in Q2 2026, an estimated $971.
Otis Worldwide made up 0.07% of Intellectus Partners's portfolio in Q2 2026, its #221 holding.
Intellectus Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 7 quarters since.
Intellectus Partners's Otis Worldwide position peaked at $433K in Q1 2026.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.