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 Q2	$2.62M	Sell	36,658 -3,536	-9%	-$264K	0.06%	194
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 $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

Kovitz Investment Group Partners's OTIS Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Otis Worldwide (OTIS) stake by 8.8% in Q2 2026, selling an estimated $264K and leaving 36,658 shares worth $2.62M. The position accounts for 0.06% of the portfolio, ranked #194.

Kovitz Investment Group Partners first reported a position in OTIS in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.2M in Q3 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Kovitz Investment Group Partners held 36,658 shares of Otis Worldwide worth $2.62M as of Q2 2026.
Kovitz Investment Group Partners sold 3,536 Otis Worldwide shares in Q2 2026, an estimated $264K.
Otis Worldwide made up 0.06% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #194 holding.
Kovitz Investment Group Partners first reported a position in Otis Worldwide in Q2 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's Otis Worldwide position peaked at $5.2M in Q3 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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