RP
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Riverwater Partners's OTIS Position: Q1 2026 in Review

Riverwater Partners reduced its Otis Worldwide (OTIS) stake by 2% in Q1 2026, selling an estimated $4.64K and leaving 2,639 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #209.

Riverwater Partners first reported a position in OTIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $307K in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Riverwater Partners held 2,639 shares of Otis Worldwide worth $203K as of Q1 2026.
  • Riverwater Partners sold 53 Otis Worldwide shares in Q1 2026, an estimated $4.64K.
  • Otis Worldwide made up 0.07% of Riverwater Partners's portfolio in Q1 2026, its #209 holding.
  • Riverwater Partners first reported a position in Otis Worldwide in Q4 2021 and has held it in 18 quarters since.
  • Riverwater Partners's Otis Worldwide position peaked at $307K in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.