Arthur M. Cohen & Associates’s Otis Worldwide OTIS Stock Holding History

Arthur M. Cohen & Associates’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	$1.08M	Hold	14,000	–	–	0.19%	61
2025 Q4	$1.22M	Hold	14,000	–	–	0.2%	58
2025 Q3	$1.28M	Hold	14,000	–	–	0.22%	56
2025 Q2	$1.39M	Hold	14,000	–	–	0.24%	55
2025 Q1	$1.44M	Hold	14,000	–	–	0.28%	48
2024 Q4	$1.3M	Hold	14,000	–	–	0.23%	58
2024 Q3	$1.45M	Sell	14,000 -1,000	-7%	-$95.3K	0.26%	51
2024 Q2	$1.44M	Hold	15,000	–	–	0.26%	48
2024 Q1	$1.49M	Hold	15,000	–	–	0.31%	44
2023 Q4	$1.34M	Hold	15,000	–	–	0.32%	48
2023 Q3	$1.2M	Hold	15,000	–	–	0.31%	50
2023 Q2	$1.34M	Hold	15,000	–	–	0.33%	45
2023 Q1	$1.27M	Hold	15,000	–	–	0.34%	47
2022 Q4	$1.17M	Hold	15,000	–	–	0.32%	48
2022 Q3	$957K	Hold	15,000	–	–	0.26%	53
2022 Q2	$1.06M	Hold	15,000	–	–	0.26%	53
2022 Q1	$1.15M	Hold	15,000	–	–	0.24%	57
2021 Q4	$1.31M	Hold	15,000	–	–	0.24%	56
2021 Q3	$1.23M	Hold	15,000	–	–	0.25%	57
2021 Q2	$1.23M	Hold	15,000	–	–	0.24%	61
2021 Q1	$1.03M	Sell	15,000 -1,000	-6%	-$65.4K	0.24%	63
2020 Q4	$1.08M	Sell	16,000 -3,800	-19%	-$247K	0.25%	59
2020 Q3	$1.24M	Sell	19,800 -1,282	-6%	-$78.4K	0.32%	46
2020 Q2	$1.2M	Buy	+21,082	New	+$1.09M	0.36%	41

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

Arthur M. Cohen & Associates's OTIS Position: Q1 2026 in Review

Arthur M. Cohen & Associates held its Otis Worldwide (OTIS) position steady in Q1 2026 at 14,000 shares worth $1.08M. The position accounts for 0.19% of the portfolio, ranked #61.

Arthur M. Cohen & Associates first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.49M in Q1 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Arthur M. Cohen & Associates held 14,000 shares of Otis Worldwide worth $1.08M as of Q1 2026.
Arthur M. Cohen & Associates left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.19% of Arthur M. Cohen & Associates's portfolio in Q1 2026, its #61 holding.
Arthur M. Cohen & Associates first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
Arthur M. Cohen & Associates's Otis Worldwide position peaked at $1.49M in Q1 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Arthur M. Cohen & Associates's 13F filing for Q1 2026, filed 8 May 2026.