&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 Q2	$633K	Sell	8,845 -956	-10%	-$71.4K	﹤0.01%	1701
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

&Partners's OTIS Position: Q2 2026 in Review

&Partners reduced its Otis Worldwide (OTIS) stake by 9.8% in Q2 2026, selling an estimated $71.4K and leaving 8,845 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

&Partners first reported a position in OTIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $788K in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

&Partners held 8,845 shares of Otis Worldwide worth $633K as of Q2 2026.
&Partners sold 956 Otis Worldwide shares in Q2 2026, an estimated $71.4K.
Otis Worldwide made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1701 holding.
&Partners first reported a position in Otis Worldwide in Q2 2024 and has held it in 9 quarters since.
&Partners's Otis Worldwide position peaked at $788K in Q4 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.