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Ascent Group’s Otis Worldwide OTIS Stock Holding History

Ascent Group’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 		$260K Buy
3,376
+466
+16% +$40.8K 0.01% 660
2025
Q4 		$254K Buy
+2,910
New +$260K 0.01% 659
2025
Q3 		– Sell
-2,127
Closed -$211K – 771
2025
Q2 		$211K Sell
2,127
-15
-0.7% -$1.45K 0.01% 673
2025
Q1 		$221K Buy
+2,142
New +$209K 0.01% 639

Other funds holding OTIS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ascent Group's OTIS Position: Q1 2026 in Review

Ascent Group increased its Otis Worldwide (OTIS) stake by 16% in Q1 2026, buying an estimated $40.8K and bringing the position to 3,376 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #660.

Ascent Group first reported a position in OTIS in Q1 2025 and has held it in 4 quarters since. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Ascent Group held 3,376 shares of Otis Worldwide worth $260K as of Q1 2026.
  • Ascent Group bought 466 Otis Worldwide shares in Q1 2026, an estimated $40.8K.
  • Otis Worldwide made up 0.01% of Ascent Group's portfolio in Q1 2026, its #660 holding.
  • Ascent Group first reported a position in Otis Worldwide in Q1 2025 and has held it in 4 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.