Parnassus Investments
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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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Parnassus Investments's OTIS Position: Q1 2025 in Review

Parnassus Investments sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 771,116 shares — an estimated $71.4M sold.

Parnassus Investments first reported a position in OTIS in Q2 2022 and held it in 11 quarters. The position peaked at $260M in Q1 2023. 1,244 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Parnassus Investments reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
  • Parnassus Investments sold 771,116 Otis Worldwide shares in Q1 2025, an estimated $71.4M.
  • Parnassus Investments first reported a position in Otis Worldwide in Q2 2022 and held it in 11 quarters.
  • Parnassus Investments's Otis Worldwide position peaked at $260M in Q1 2023.
  • 1,244 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Parnassus Investments's 13F filing for Q1 2025, filed 15 May 2025.