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NorthStar Asset Management (Pennsylvania)’s Otis Worldwide OTIS Stock Holding History

NorthStar Asset Management (Pennsylvania)’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 		$117K Buy
+1,633
New +$122K 0.02% 162
2020
Q3 		– Sell
-8,130
Closed -$462K – 128
2020
Q2 		$462K Buy
+8,130
New +$421K 0.17% 85

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

NorthStar Asset Management (Pennsylvania)'s OTIS Position: Q2 2026 in Review

NorthStar Asset Management (Pennsylvania) opened a new position in Otis Worldwide (OTIS) in Q2 2026: 1,633 shares worth $117K. The stake represents 0.02% of the portfolio and ranks #162 among its holdings. This is a return to the name: NorthStar Asset Management (Pennsylvania) previously reported a position in OTIS as recently as Q2 2020.

NorthStar Asset Management (Pennsylvania) first reported a position in OTIS in Q2 2020 and has held it in 2 quarters since. The position peaked at $462K in Q2 2020. 682 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • NorthStar Asset Management (Pennsylvania) held 1,633 shares of Otis Worldwide worth $117K as of Q2 2026.
  • Otis Worldwide was a new NorthStar Asset Management (Pennsylvania) position in Q2 2026.
  • Otis Worldwide made up 0.02% of NorthStar Asset Management (Pennsylvania)'s portfolio in Q2 2026, its #162 holding.
  • NorthStar Asset Management (Pennsylvania) first reported a position in Otis Worldwide in Q2 2020 and has held it in 2 quarters since.
  • NorthStar Asset Management (Pennsylvania)'s Otis Worldwide position peaked at $462K in Q2 2020.
  • 682 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q2 2026, filed 27 Jul 2026.