Pathstone Holdings
OTIS icon

Pathstone Holdings’s Otis Worldwide OTIS Stock Holding History

Pathstone Holdings’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 		$3.26M Buy
45,536
+5,001
+12% +$374K 0.01% 854
2026
Q1 		$3.12M Sell
40,535
-5,206
-11% -$455K 0.01% 795
2025
Q4 		$4M Sell
45,741
-1,055
-2% -$94.4K 0.02% 657
2025
Q3 		$4.28M Sell
46,796
-1,885
-4% -$171K 0.02% 620
2025
Q2 		$4.82M Sell
48,681
-30,377
-38% -$2.93M 0.02% 554
2025
Q1 		$8.16M Buy
79,058
+32,086
+68% +$3.13M 0.04% 404
2024
Q4 		$4.35M Sell
46,972
-310
-0.7% -$31.1K 0.02% 593
2024
Q3 		$4.91M Buy
47,282
+604
+1% +$57.5K 0.02% 554
2024
Q2 		$4.49M Buy
46,678
+945
+2% +$91.1K 0.02% 568
2024
Q1 		$4.54M Buy
45,733
+2,233
+5% +$206K 0.02% 535
2023
Q4 		$3.92M Buy
+43,500
New +$3.62M 0.02% 495

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Pathstone Holdings's OTIS Position: Q2 2026 in Review

Pathstone Holdings increased its Otis Worldwide (OTIS) stake by 12% in Q2 2026, buying an estimated $374K and bringing the position to 45,536 shares worth $3.26M. The position accounts for 0.01% of the portfolio, ranked #854.

Pathstone Holdings first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.16M in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Pathstone Holdings held 45,536 shares of Otis Worldwide worth $3.26M as of Q2 2026.
  • Pathstone Holdings bought 5,001 Otis Worldwide shares in Q2 2026, an estimated $374K.
  • Otis Worldwide made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #854 holding.
  • Pathstone Holdings first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Otis Worldwide position peaked at $8.16M in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.