LMR Partners’s Otis Worldwide OTIS Stock Holding History

LMR 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	–	Sell	-4,942	Closed	-$381K	–	1713
2026 Q1	$381K	Buy	4,942 +2,169	+78%	+$190K	﹤0.01%	1114
2025 Q4	$242K	Buy	+2,773	New	+$248K	﹤0.01%	1254
2025 Q2	–	Sell	-2,586	Closed	-$267K	–	1572
2025 Q1	$267K	Buy	+2,586	New	+$253K	﹤0.01%	1019
2021 Q3	–	Sell	-7,521	Closed	-$615K	–	1144
2021 Q2	$615K	Sell	7,521 -3,404	-31%	-$262K	0.01%	633
2021 Q1	$748K	Buy	+10,925	New	+$714K	0.02%	545

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 $3.37T AUM 44.26% 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

LMR Partners's OTIS Position: Q2 2026 in Review

LMR Partners sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 4,942 shares — an estimated $381K sold.

LMR Partners first reported a position in OTIS in Q1 2021 and held it in 5 quarters. The position peaked at $748K in Q1 2021. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

LMR Partners reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
LMR Partners sold 4,942 Otis Worldwide shares in Q2 2026, an estimated $381K.
LMR Partners first reported a position in Otis Worldwide in Q1 2021 and held it in 5 quarters.
LMR Partners's Otis Worldwide position peaked at $748K in Q1 2021.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.