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NorthRock Partners’s Otis Worldwide OTIS Stock Holding History

NorthRock 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 		$705K Buy
9,845
+4,381
+80% +$327K 0.01% 370
2026
Q1 		$421K Buy
5,464
+1,302
+31% +$114K 0.01% 444
2025
Q4 		$364K Sell
4,162
-6,346
-60% -$568K 0.01% 434
2025
Q3 		$961K Buy
10,508
+1,934
+23% +$176K 0.02% 353
2025
Q2 		$849K Buy
8,574
+1,842
+27% +$178K 0.02% 277
2025
Q1 		$695K Buy
6,732
+433
+7% +$42.3K 0.02% 277
2024
Q4 		$583K Sell
6,299
-172
-3% -$17.2K 0.02% 317
2024
Q3 		$673K Sell
6,471
-157
-2% -$15K 0.02% 295
2024
Q2 		$638K Buy
6,628
+139
+2% +$13.4K 0.02% 285
2024
Q1 		$644K Buy
6,489
+860
+15% +$79.5K 0.02% 292
2023
Q4 		$504K Buy
+5,629
New +$468K 0.02% 323
2022
Q1 		– Sell
-3,732
Closed -$325K – 358
2021
Q4 		$325K Buy
3,732
+261
+8% +$21.8K 0.02% 231
2021
Q3 		$286K Buy
3,471
+376
+12% +$33.1K 0.02% 218
2021
Q2 		$253K Buy
3,095
+123
+4% +$9.47K 0.02% 213
2021
Q1 		$203K Sell
2,972
-403
-12% -$26.3K 0.02% 219
2020
Q4 		$228K Sell
3,375
-45
-1% -$2.92K 0.02% 196
2020
Q3 		$214K Sell
3,420
-256
-7% -$15.7K 0.02% 202
2020
Q2 		$209K Buy
+3,676
New +$190K 0.02% 193

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

NorthRock Partners's OTIS Position: Q2 2026 in Review

NorthRock Partners increased its Otis Worldwide (OTIS) stake by 80% in Q2 2026, buying an estimated $327K and bringing the position to 9,845 shares worth $705K. The position accounts for 0.01% of the portfolio, ranked #370.

NorthRock Partners first reported a position in OTIS in Q2 2020 and has held it in 18 quarters since. The position peaked at $961K in Q3 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • NorthRock Partners held 9,845 shares of Otis Worldwide worth $705K as of Q2 2026.
  • NorthRock Partners bought 4,381 Otis Worldwide shares in Q2 2026, an estimated $327K.
  • Otis Worldwide made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #370 holding.
  • NorthRock Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 18 quarters since.
  • NorthRock Partners's Otis Worldwide position peaked at $961K in Q3 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.