AR Asset Management’s Otis Worldwide OTIS Stock Holding History

AR Asset Management’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	$551K	Hold	7,150	–	–	0.11%	99
2025 Q4	$625K	Hold	7,150	–	–	0.13%	92
2025 Q3	$654K	Hold	7,150	–	–	0.14%	91
2025 Q2	$708K	Sell	7,150 -50	-0.7%	-$4.83K	0.16%	84
2025 Q1	$743K	Hold	7,200	–	–	0.17%	82
2024 Q4	$667K	Hold	7,200	–	–	0.15%	85
2024 Q3	$748K	Hold	7,200	–	–	0.17%	81
2024 Q2	$693K	Hold	7,200	–	–	0.17%	81
2024 Q1	$715K	Hold	7,200	–	–	0.17%	80
2023 Q4	$644K	Hold	7,200	–	–	0.17%	83
2023 Q3	$578K	Hold	7,200	–	–	0.16%	82
2023 Q2	$641K	Hold	7,200	–	–	0.17%	80
2023 Q1	$608K	Hold	7,200	–	–	0.16%	86
2022 Q4	$564K	Hold	7,200	–	–	0.16%	83
2022 Q3	$459K	Hold	7,200	–	–	0.14%	92
2022 Q2	$509K	Hold	7,200	–	–	0.14%	93
2022 Q1	$554K	Hold	7,200	–	–	0.14%	91
2021 Q4	$627K	Hold	7,200	–	–	0.16%	91
2021 Q3	$592K	Hold	7,200	–	–	0.17%	91
2021 Q2	$589K	Hold	7,200	–	–	0.16%	92
2021 Q1	$493K	Hold	7,200	–	–	0.15%	94
2020 Q4	$486K	Hold	7,200	–	–	0.16%	92
2020 Q3	$449K	Hold	7,200	–	–	0.16%	92
2020 Q2	$409K	Buy	+7,200	New	+$373K	0.16%	96

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AR Asset Management's OTIS Position: Q1 2026 in Review

AR Asset Management held its Otis Worldwide (OTIS) position steady in Q1 2026 at 7,150 shares worth $551K. The position accounts for 0.11% of the portfolio, ranked #99.

AR Asset Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $748K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

AR Asset Management held 7,150 shares of Otis Worldwide worth $551K as of Q1 2026.
AR Asset Management left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.11% of AR Asset Management's portfolio in Q1 2026, its #99 holding.
AR Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
AR Asset Management's Otis Worldwide position peaked at $748K in Q3 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on AR Asset Management's 13F filing for Q1 2026, filed 13 May 2026.