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&Partners’s Otis Worldwide OTIS Stock Holding History

&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
Q1 		$755K Buy
9,801
+776
+9% +$67.9K ﹤0.01% 1461
2025
Q4 		$788K Buy
9,025
+2,549
+39% +$228K ﹤0.01% 1354
2025
Q3 		$592K Buy
6,476
+192
+3% +$17.4K ﹤0.01% 1359
2025
Q2 		$624K Buy
6,284
+723
+13% +$69.8K ﹤0.01% 1238
2025
Q1 		$568K Sell
5,561
-879
-14% -$85.9K 0.01% 1077
2024
Q4 		$598K Buy
6,440
+1,496
+30% +$150K 0.01% 999
2024
Q3 		$514K Buy
4,944
+2,795
+130% +$266K 0.01% 856
2024
Q2 		$207K Buy
+2,149
New +$207K 0.01% 838

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

&Partners's OTIS Position: Q1 2026 in Review

&Partners increased its Otis Worldwide (OTIS) stake by 8.6% in Q1 2026, buying an estimated $67.9K and bringing the position to 9,801 shares worth $755K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

&Partners first reported a position in OTIS in Q2 2024 and has held it in 8 quarters since. The position peaked at $788K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • &Partners held 9,801 shares of Otis Worldwide worth $755K as of Q1 2026.
  • &Partners bought 776 Otis Worldwide shares in Q1 2026, an estimated $67.9K.
  • Otis Worldwide made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1461 holding.
  • &Partners first reported a position in Otis Worldwide in Q2 2024 and has held it in 8 quarters since.
  • &Partners's Otis Worldwide position peaked at $788K in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.