Principal Street Partners’s Otis Worldwide OTIS Stock Holding History

Principal Street 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
2025 Q4	–	Sell	-2,676	Closed	-$245K	–	268
2025 Q3	$245K	Sell	2,676 -2,640	-50%	-$240K	0.04%	218
2025 Q2	$526K	Buy	5,316 +2,322	+78%	+$224K	0.05%	190
2025 Q1	$309K	Buy	2,994 +186	+7%	+$18.2K	0.06%	168
2024 Q4	$260K	Sell	2,808 -589	-17%	-$59.1K	0.05%	187
2024 Q3	$327K	Hold	3,397	–	–	0.05%	168
2024 Q2	$327K	Buy	3,397 +323	+11%	+$31.1K	0.06%	169
2024 Q1	$298K	Buy	3,074 +455	+17%	+$42.1K	0.06%	179
2023 Q4	$234K	Sell	2,619 -2,551	-49%	-$212K	0.06%	185
2023 Q3	$415K	Buy	5,170 +2,585	+100%	+$221K	0.08%	168
2023 Q2	$230K	Hold	2,585	–	–	0.05%	196
2023 Q1	$218K	Sell	2,585 -32	-1%	-$2.65K	0.06%	204
2022 Q4	$205K	Buy	+2,617	New	+$193K	0.05%	217

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Street Partners's OTIS Position: Q4 2025 in Review

Principal Street Partners sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 2,676 shares — an estimated $245K sold.

Principal Street Partners first reported a position in OTIS in Q4 2022 and held it in 12 quarters. The position peaked at $526K in Q2 2025. 1,311 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Principal Street Partners reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
Principal Street Partners sold 2,676 Otis Worldwide shares in Q4 2025, an estimated $245K.
Principal Street Partners first reported a position in Otis Worldwide in Q4 2022 and held it in 12 quarters.
Principal Street Partners's Otis Worldwide position peaked at $526K in Q2 2025.
1,311 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Principal Street Partners's 13F filing for Q4 2025, filed 17 Feb 2026.