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Osborne Partners Capital Management’s Otis Worldwide OTIS Stock Holding History

Osborne Partners Capital 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
2025
Q2 		– Sell
-75,087
Closed -$7.75M – 213
2025
Q1 		$7.75M Sell
75,087
-1,102
-1% -$108K 0.45% 83
2024
Q4 		$7.06M Sell
76,189
-1,389
-2% -$139K 0.41% 88
2024
Q3 		$8.06M Sell
77,578
-283
-0.4% -$27K 0.46% 82
2024
Q2 		$7.49M Buy
77,861
+90
+0.1% +$8.67K 0.45% 78
2024
Q1 		$7.72M Sell
77,771
-89
-0.1% -$8.23K 0.48% 75
2023
Q4 		$6.97M Buy
77,860
+837
+1% +$69.6K 0.46% 72
2023
Q3 		$6.19M Buy
77,023
+483
+0.6% +$41.3K 0.46% 72
2023
Q2 		$6.81M Sell
76,540
-1,171
-2% -$98.7K 0.49% 70
2023
Q1 		$6.56M Sell
77,711
-993
-1% -$82.2K 0.48% 77
2022
Q4 		$6.16M Sell
78,704
-2,550
-3% -$188K 0.48% 74
2022
Q3 		$5.18M Buy
81,254
+700
+0.9% +$51.2K 0.43% 79
2022
Q2 		$5.69M Buy
80,554
+249
+0.3% +$18.3K 0.44% 80
2022
Q1 		$6.18M Buy
80,305
+3,790
+5% +$303K 0.46% 73
2021
Q4 		$6.66M Buy
76,515
+2,883
+4% +$241K 0.49% 68
2021
Q3 		$6.06M Buy
73,632
+5,193
+8% +$457K 0.49% 66
2021
Q2 		$5.6M Buy
68,439
+673
+1% +$51.8K 0.46% 71
2021
Q1 		$4.64M Buy
67,766
+7,841
+13% +$513K 0.42% 76
2020
Q4 		$4.05M Buy
59,925
+1,976
+3% +$128K 0.49% 64
2020
Q3 		$3.62M Buy
57,949
+5,950
+11% +$364K 0.73% 51
2020
Q2 		$2.96M Buy
+51,999
New +$2.69M 0.63% 58

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Osborne Partners Capital Management's OTIS Position: Q2 2025 in Review

Osborne Partners Capital Management sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 75,087 shares — an estimated $7.75M sold.

Osborne Partners Capital Management first reported a position in OTIS in Q2 2020 and held it in 20 quarters. The position peaked at $8.06M in Q3 2024. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Osborne Partners Capital Management reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • Osborne Partners Capital Management sold 75,087 Otis Worldwide shares in Q2 2025, an estimated $7.75M.
  • Osborne Partners Capital Management first reported a position in Otis Worldwide in Q2 2020 and held it in 20 quarters.
  • Osborne Partners Capital Management's Otis Worldwide position peaked at $8.06M in Q3 2024.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Osborne Partners Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.