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Signature Equity Partners’s Otis Worldwide OTIS Stock Holding History

Signature Equity 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 		$1.58K Buy
22
+10
+83% +$747 ﹤0.01% 1223
2026
Q1 		$938 Sell
12
-73
-86% -$6.39K ﹤0.01% 1269
2025
Q4 		$7.42K Buy
+85
New +$7.6K ﹤0.01% 887

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

Signature Equity Partners's OTIS Position: Q2 2026 in Review

Signature Equity Partners increased its Otis Worldwide (OTIS) stake by 83% in Q2 2026, buying an estimated $747 and bringing the position to 22 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Signature Equity Partners first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.42K in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Signature Equity Partners held 22 shares of Otis Worldwide worth $1.58K as of Q2 2026.
  • Signature Equity Partners bought 10 Otis Worldwide shares in Q2 2026, an estimated $747.
  • Otis Worldwide made up ﹤0.01% of Signature Equity Partners's portfolio in Q2 2026, its #1223 holding.
  • Signature Equity Partners first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Signature Equity Partners's Otis Worldwide position peaked at $7.42K in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.