Kovitz Investment Group Partners’s Otis Worldwide OTIS Stock Holding History

Kovitz Investment Group 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	$3.1M	Buy	+40,194	New	+$3.52M	0.07%	173
2025 Q4	–	Sell	-56,837	Closed	-$5.2M	–	1054
2025 Q3	$5.2M	Buy	56,837 +44,592	+364%	+$4.05M	0.02%	463
2025 Q2	$1.21M	Buy	12,245 +1,361	+13%	+$131K	0.01%	753
2025 Q1	$1.12M	Buy	10,884 +68	+0.6%	+$6.64K	0.01%	708
2024 Q4	$1M	Sell	10,816 -17,298	-62%	-$1.73M	﹤0.01%	717
2024 Q3	$2.49M	Buy	28,114 +8,093	+40%	+$771K	0.02%	464
2024 Q2	$1.93M	Buy	+20,021	New	+$1.93M	0.02%	439

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kovitz Investment Group Partners's OTIS Position: Q1 2026 in Review

Kovitz Investment Group Partners opened a new position in Otis Worldwide (OTIS) in Q1 2026: 40,194 shares worth $3.1M. The stake represents 0.07% of the portfolio and ranks #173 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in OTIS as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in OTIS in Q2 2024 and has held it in 7 quarters since. The position peaked at $5.2M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Kovitz Investment Group Partners held 40,194 shares of Otis Worldwide worth $3.1M as of Q1 2026.
Otis Worldwide was a new Kovitz Investment Group Partners position in Q1 2026.
Otis Worldwide made up 0.07% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #173 holding.
Kovitz Investment Group Partners first reported a position in Otis Worldwide in Q2 2024 and has held it in 7 quarters since.
Kovitz Investment Group Partners's Otis Worldwide position peaked at $5.2M in Q3 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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