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McDonald Partners’s Otis Worldwide OTIS Stock Holding History

McDonald 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 		$168K Buy
+2,344
New +$175K 0.04% 228
2026
Q1 		– Sell
-2,702
Closed -$236K – 216
2025
Q4 		$236K Sell
2,702
-87
-3% -$7.78K 0.07% 196
2025
Q3 		$255K Sell
2,789
-158
-5% -$14.3K 0.08% 204
2025
Q2 		$292K Sell
2,947
-5
-0.2% -$483 0.07% 213
2025
Q1 		$305K Sell
2,952
-25
-0.8% -$2.44K 0.08% 201
2024
Q4 		$276K Sell
2,977
-174
-6% -$17.4K 0.07% 208
2024
Q3 		$328K Sell
3,151
-171
-5% -$16.3K 0.08% 193
2024
Q2 		$320K Sell
3,322
-1
-0% -$96 0.09% 199
2024
Q1 		$330K Sell
3,323
-140
-4% -$12.9K 0.09% 197
2023
Q4 		$310K Sell
3,463
-193
-5% -$16K 0.09% 195
2023
Q3 		$294K Sell
3,656
-14
-0.4% -$1.2K 0.1% 189
2023
Q2 		$327K Sell
3,670
-301
-8% -$25.4K 0.1% 192
2023
Q1 		$335K Sell
3,971
-63
-2% -$5.21K 0.11% 187
2022
Q4 		$316K Sell
4,034
-291
-7% -$21.5K 0.11% 182
2022
Q3 		$276K Sell
4,325
-432
-9% -$31.6K 0.11% 184
2022
Q2 		$336K Sell
4,757
-66
-1% -$4.86K 0.09% 220
2022
Q1 		$371K Buy
+4,823
New +$385K 0.08% 231
2021
Q4 		– Sell
-5,029
Closed -$414K – 672
2021
Q3 		$414K Buy
5,029
+194
+4% +$17.1K 0.1% 208
2021
Q2 		$395K Sell
4,835
-84
-2% -$6.46K 0.09% 215
2021
Q1 		$337K Sell
4,919
-53
-1% -$3.46K 0.09% 227
2020
Q4 		$336K Buy
+4,972
New +$323K 0.09% 209

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

McDonald Partners's OTIS Position: Q2 2026 in Review

McDonald Partners opened a new position in Otis Worldwide (OTIS) in Q2 2026: 2,344 shares worth $168K. The stake represents 0.04% of the portfolio and ranks #228 among its holdings. This is a return to the name: McDonald Partners previously reported a position in OTIS as recently as Q4 2025.

McDonald Partners first reported a position in OTIS in Q4 2020 and has held it in 21 quarters since. The position peaked at $414K in Q3 2021. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • McDonald Partners held 2,344 shares of Otis Worldwide worth $168K as of Q2 2026.
  • Otis Worldwide was a new McDonald Partners position in Q2 2026.
  • Otis Worldwide made up 0.04% of McDonald Partners's portfolio in Q2 2026, its #228 holding.
  • McDonald Partners first reported a position in Otis Worldwide in Q4 2020 and has held it in 21 quarters since.
  • McDonald Partners's Otis Worldwide position peaked at $414K in Q3 2021.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.