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North Star Investment Management’s Otis Worldwide OTIS Stock Holding History

North Star Investment Management’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 		$120K Sell
1,670
-146
-8% -$10.9K 0.01% 576
2026
Q1 		$140K Buy
1,816
+451
+33% +$39.5K 0.01% 551
2025
Q4 		$119K Buy
1,365
+34
+3% +$3.04K 0.01% 519
2025
Q3 		$122K Sell
1,331
-501
-27% -$45.5K 0.01% 501
2025
Q2 		$181K Hold
1,832
– – 0.01% 433
2025
Q1 		$189K Buy
1,832
+1
+0.1% +$98 0.01% 419
2024
Q4 		$170K Hold
1,831
– – 0.01% 437
2024
Q3 		$190K Buy
1,831
+100
+6% +$9.53K 0.01% 423
2024
Q2 		$167K Sell
1,731
-450
-21% -$43.4K 0.01% 434
2024
Q1 		$217K Buy
2,181
+592
+37% +$54.7K 0.02% 408
2023
Q4 		$142K Hold
1,589
– – 0.01% 458
2023
Q3 		$128K Buy
1,589
+90
+6% +$7.7K 0.01% 473
2023
Q2 		$133K Hold
1,499
– – 0.01% 479
2023
Q1 		$127K Sell
1,499
-21
-1% -$1.74K 0.01% 488
2022
Q4 		$119K Hold
1,520
– – 0.01% 474
2022
Q3 		$97K Hold
1,520
– – 0.01% 453
2022
Q2 		$107K Buy
1,520
+1
+0.1% +$74 0.01% 441
2022
Q1 		$117K Sell
1,519
-25
-2% -$2K 0.01% 445
2021
Q4 		$134K Hold
1,544
– – 0.01% 442
2021
Q3 		$127K Hold
1,544
– – 0.01% 439
2021
Q2 		$126K Buy
1,544
+30
+2% +$2.31K 0.01% 447
2021
Q1 		$104K Hold
1,514
– – 0.01% 443
2020
Q4 		$102K Sell
1,514
-125
-8% -$8.11K 0.01% 435
2020
Q3 		$102K Sell
1,639
-72
-4% -$4.4K 0.01% 407
2020
Q2 		$97K Buy
+1,711
New +$88.7K 0.01% 399

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 $3.38T AUM 44.17% 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

North Star Investment Management's OTIS Position: Q2 2026 in Review

North Star Investment Management reduced its Otis Worldwide (OTIS) stake by 8% in Q2 2026, selling an estimated $10.9K and leaving 1,670 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #576.

North Star Investment Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $217K in Q1 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • North Star Investment Management held 1,670 shares of Otis Worldwide worth $120K as of Q2 2026.
  • North Star Investment Management sold 146 Otis Worldwide shares in Q2 2026, an estimated $10.9K.
  • Otis Worldwide made up 0.01% of North Star Investment Management's portfolio in Q2 2026, its #576 holding.
  • North Star Investment Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • North Star Investment Management's Otis Worldwide position peaked at $217K in Q1 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.