VVP
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Venture Visionary Partners’s Otis Worldwide OTIS Stock Holding History

Venture Visionary 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 		$1.62M Sell
22,601
-1,274
-5% -$95.2K 0.05% 275
2026
Q1 		$1.84M Buy
23,875
+48
+0.2% +$4.2K 0.06% 237
2025
Q4 		$2.1M Buy
23,827
+1,871
+9% +$167K 0.07% 216
2025
Q3 		$2.01M Sell
21,956
-2
-0% -$182 0.07% 211
2025
Q2 		$2.17M Sell
21,958
-296
-1% -$28.6K 0.08% 187
2025
Q1 		$2.3M Buy
22,254
+153
+0.7% +$14.9K 0.1% 178
2024
Q4 		$2.05M Buy
22,101
+113
+0.5% +$11.3K 0.09% 185
2024
Q3 		$2.29M Sell
21,988
-178
-0.8% -$17K 0.1% 176
2024
Q2 		$2.13M Buy
22,166
+7
+0% +$675 0.1% 184
2024
Q1 		$2.2M Buy
22,159
+16,738
+309% +$1.55M 0.1% 182
2023
Q4 		$485K Buy
5,421
+13
+0.2% +$1.08K 0.03% 358
2023
Q3 		$435K Sell
5,408
-72
-1% -$6.16K 0.03% 354
2023
Q2 		$488K Sell
5,480
-2,739
-33% -$231K 0.03% 342
2023
Q1 		$694K Sell
8,219
-1,356
-14% -$112K 0.04% 287
2022
Q4 		$750K Sell
9,575
-318
-3% -$23.5K 0.05% 255
2022
Q3 		$631K Buy
9,893
+1
+0% +$73 0.05% 261
2022
Q2 		$699K Sell
9,892
-52
-0.5% -$3.83K 0.05% 245
2022
Q1 		$765K Sell
9,944
-144
-1% -$11.5K 0.05% 250
2021
Q4 		$878K Sell
10,088
-10
-0.1% -$837 0.06% 243
2021
Q3 		$830K Buy
10,098
+4,609
+84% +$405K 0.06% 240
2021
Q2 		$448K Sell
5,489
-133
-2% -$10.2K 0.04% 326
2021
Q1 		$384K Buy
5,622
+516
+10% +$33.7K 0.03% 337
2020
Q4 		$344K Buy
+5,106
New +$331K 0.04% 295

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

Venture Visionary Partners's OTIS Position: Q2 2026 in Review

Venture Visionary Partners reduced its Otis Worldwide (OTIS) stake by 5.3% in Q2 2026, selling an estimated $95.2K and leaving 22,601 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #275.

Venture Visionary Partners first reported a position in OTIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.3M in Q1 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Venture Visionary Partners held 22,601 shares of Otis Worldwide worth $1.62M as of Q2 2026.
  • Venture Visionary Partners sold 1,274 Otis Worldwide shares in Q2 2026, an estimated $95.2K.
  • Otis Worldwide made up 0.05% of Venture Visionary Partners's portfolio in Q2 2026, its #275 holding.
  • Venture Visionary Partners first reported a position in Otis Worldwide in Q4 2020 and has held it in 23 quarters since.
  • Venture Visionary Partners's Otis Worldwide position peaked at $2.3M in Q1 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.