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Riverwater Partners’s Otis Worldwide OTIS Stock Holding History

Riverwater 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 		– Sell
-2,639
Closed -$203K – 227
2026
Q1 		$203K Sell
2,639
-53
-2% -$4.64K 0.07% 209
2025
Q4 		$235K Sell
2,692
-32
-1% -$2.86K 0.09% 195
2025
Q3 		$249K Sell
2,724
-119
-4% -$10.8K 0.1% 199
2025
Q2 		$282K Sell
2,843
-42
-1% -$4.05K 0.13% 173
2025
Q1 		$298K Buy
2,885
+91
+3% +$8.89K 0.15% 156
2024
Q4 		$259K Sell
2,794
-98
-3% -$9.83K 0.13% 192
2024
Q3 		$303K Sell
2,892
-55
-2% -$5.24K 0.15% 166
2024
Q2 		$284K Sell
2,947
-49
-2% -$4.72K 0.21% 148
2024
Q1 		$297K Sell
2,996
-33
-1% -$3.05K 0.22% 147
2023
Q4 		$271K Sell
3,029
-238
-7% -$19.8K 0.21% 154
2023
Q3 		$262K Sell
3,267
-60
-2% -$5.13K 0.24% 153
2023
Q2 		$296K Buy
3,327
+17
+0.5% +$1.43K 0.26% 131
2023
Q1 		$279K Sell
3,310
-198
-6% -$16.4K 0.26% 128
2022
Q4 		$275K Sell
3,508
-55
-2% -$4.06K 0.23% 139
2022
Q3 		$227K Hold
3,563
– – 0.23% 155
2022
Q2 		$252K Sell
3,563
-49
-1% -$3.61K 0.25% 141
2022
Q1 		$278K Buy
3,612
+85
+2% +$6.79K 0.46% 88
2021
Q4 		$307K Buy
+3,527
New +$295K 0.27% 146

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 $3.37T AUM 44.26% 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

Riverwater Partners's OTIS Position: Q2 2026 in Review

Riverwater Partners sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,639 shares — an estimated $203K sold.

Riverwater Partners first reported a position in OTIS in Q4 2021 and held it in 18 quarters. The position peaked at $307K in Q4 2021. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Riverwater Partners reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Riverwater Partners sold 2,639 Otis Worldwide shares in Q2 2026, an estimated $203K.
  • Riverwater Partners first reported a position in Otis Worldwide in Q4 2021 and held it in 18 quarters.
  • Riverwater Partners's Otis Worldwide position peaked at $307K in Q4 2021.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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