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Philadelphia Investment Partners’s Otis Worldwide OTIS Stock Holding History

Philadelphia Investment 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 		$233K Hold
3,190
– – 0.15% 82
2026
Q1 		$246K Buy
+3,190
New +$279K 0.17% 79

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State Street
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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

Philadelphia Investment Partners's OTIS Position: Q2 2026 in Review

Philadelphia Investment Partners held its Otis Worldwide (OTIS) position steady in Q2 2026 at 3,190 shares worth $233K. The position accounts for 0.15% of the portfolio, ranked #82.

Philadelphia Investment Partners first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $246K in Q1 2026. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Philadelphia Investment Partners held 3,190 shares of Otis Worldwide worth $233K as of Q2 2026.
  • Philadelphia Investment Partners left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.15% of Philadelphia Investment Partners's portfolio in Q2 2026, its #82 holding.
  • Philadelphia Investment Partners first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • Philadelphia Investment Partners's Otis Worldwide position peaked at $246K in Q1 2026.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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