Parnassus Investments
OTIS icon

Parnassus Investments’s Otis Worldwide OTIS Stock Holding History

Parnassus Investments’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
Q1 		– Sell
-771,116
Closed -$71.4M – 142
2024
Q4 		$71.4M Sell
771,116
-51,656
-6% -$5.18M 0.16% 87
2024
Q3 		$85.5M Sell
822,772
-29,095
-3% -$2.77M 0.18% 76
2024
Q2 		$82M Sell
851,867
-72,798
-8% -$7.02M 0.18% 77
2024
Q1 		$91.8M Sell
924,665
-727,067
-44% -$67.2M 0.2% 73
2023
Q4 		$148M Sell
1,651,732
-665,195
-29% -$55.3M 0.33% 59
2023
Q3 		$186M Hold
2,316,927
– – 0.46% 49
2023
Q2 		$206M Sell
2,316,927
-767,404
-25% -$64.7M 0.48% 45
2023
Q1 		$260M Sell
3,084,331
-235,151
-7% -$19.5M 0.65% 41
2022
Q4 		$260M Hold
3,319,482
– – 0.65% 41
2022
Q3 		$212M Buy
3,319,482
+458,478
+16% +$33.5M 0.55% 48
2022
Q2 		$202M Buy
+2,861,004
New +$211M 0.48% 54

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM