OTIS — OTIS WORLDWIDE CORP

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  22 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported OTIS WORLDWIDE CORP (OTIS) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.79% in 2025 Q2. The latest visible filing shows OTIS at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OTIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in OTIS WORLDWIDE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OTIS was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OTIS stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA held OTIS — position size vs. price
% of Fund (quarterly)    OTIS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 100,162 -8,238 -7.6% 0.56% $7.7M 2026-04-14 $81.90
2025 Q4 REDUCED 108,400 -6,578 -5.7% 0.61% $9.5M 2026-01-07 $88.02
2025 Q3 REDUCED 114,978 -2,334 -2.0% 0.68% $10.5M 2025-10-14 $89.99
2025 Q2 ADDED 117,312 +116,478 +13966.2% 0.79% $11.6M 2025-07-24 $87.96
2024 Q3 ADDED 834 +259 +45.0% 0.01% $87K 2024-10-16 $102.41
2024 Q2 REDUCED 575 -250 -30.3% 0.00% $55K 2024-07-12 $97.21
2024 Q1 REDUCED 825 -175 -17.5% 0.01% $82K 2024-04-12 $92.90
2023 Q4 UNCHANGED 1,000 — 0% 0.01% $89K 2024-01-08 $84.28
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OTIS

As of 2026 Q1 — sorted by position size

AdviceOne Advisory Services, LLC 6.54% SCHARF INVESTMENTS, LLC 3Y 7Y 2.77% Pictet North America Advisors SA 3Y 7Y 0.67% TEALWOOD ASSET MANAGEMENT INC 3Y 7Y 0.67% Cohen Capital Management, Inc. 3Y 7Y 0.62% Ridgewood Investments LLC 3Y 7Y 0.55% M. Kraus & Co 3Y 7Y 0.52% Oak Thistle LLC 3Y 0.51% Sarasin & Partners LLP 3Y 7Y 0.51% Arlington Partners LLC 3Y 7Y 0.47%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and OTIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning OTIS?

BALDWIN WEALTH PARTNERS LLC/MA reported OTIS across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported OTIS position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for OTIS was 0.79% in 2025 Q2.

What is the latest reported OTIS position on this page?

The most recent filing on this page is 2026 Q1, when BALDWIN WEALTH PARTNERS LLC/MA reported 100,162 shares, equal to 0.56% of portfolio, with an estimated market value of $7.7M.

What does the chart on this OTIS ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly OTIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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