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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
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
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

Intellectus Partners's OTIS Position: Q1 2026 in Review

Intellectus Partners increased its Otis Worldwide (OTIS) stake by 22% in Q1 2026, buying an estimated $89K and bringing the position to 5,618 shares worth $433K. The position accounts for 0.09% of the portfolio, ranked #218.

Intellectus Partners first reported a position in OTIS in Q2 2020 and has held it in 6 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Intellectus Partners held 5,618 shares of Otis Worldwide worth $433K as of Q1 2026.
  • Intellectus Partners bought 1,017 Otis Worldwide shares in Q1 2026, an estimated $89K.
  • Otis Worldwide made up 0.09% of Intellectus Partners's portfolio in Q1 2026, its #218 holding.
  • Intellectus Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 6 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Intellectus Partners's 13F filing for Q1 2026, filed 10 Apr 2026.