Asset Management One
OTIS icon

Asset Management One’s Otis Worldwide OTIS Stock Holding History

Asset Management One’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 		$12.1M Buy
169,000
+3,588
+2% +$268K 0.03% 426
2026
Q1 		$12.7M Sell
165,412
-428
-0.3% -$37.4K 0.04% 392
2025
Q4 		$14.6M Sell
165,840
-1,408
-0.8% -$126K 0.04% 368
2025
Q3 		$15.3M Buy
167,248
+2,809
+2% +$255K 0.04% 354
2025
Q2 		$16.3M Buy
164,439
+4,007
+2% +$387K 0.05% 321
2025
Q1 		$16.6M Buy
160,432
+9,817
+7% +$959K 0.06% 313
2024
Q4 		$14.1M Buy
150,615
+2,807
+2% +$281K 0.05% 347
2024
Q3 		$15.4M Sell
147,808
-939
-0.6% -$89.5K 0.05% 325
2024
Q2 		$14.3M Sell
148,747
-6,345
-4% -$611K 0.05% 319
2024
Q1 		$15.4M Sell
155,092
-5,653
-4% -$522K 0.06% 318
2023
Q4 		$14.4M Sell
160,745
-3,321
-2% -$276K 0.06% 333
2023
Q3 		$13.2M Buy
164,066
+1,618
+1% +$138K 0.06% 331
2023
Q2 		$14.5M Sell
162,448
-5,814
-3% -$490K 0.06% 330
2023
Q1 		$14.2M Buy
168,262
+983
+0.6% +$81.3K 0.06% 322
2022
Q4 		$13.2M Sell
167,279
-6,179
-4% -$456K 0.06% 328
2022
Q3 		$11.1M Sell
173,458
-1,187
-0.7% -$86.8K 0.06% 362
2022
Q2 		$12.3M Buy
174,645
+5,019
+3% +$370K 0.06% 342
2022
Q1 		$13.1M Sell
169,626
-9,905
-6% -$792K 0.05% 376
2021
Q4 		$15.6M Sell
179,531
-4,255
-2% -$356K 0.05% 361
2021
Q3 		$15.1M Sell
183,786
-6,517
-3% -$573K 0.06% 347
2021
Q2 		$15.6M Sell
190,303
-2,699
-1% -$208K 0.06% 349
2021
Q1 		$13.2M Sell
193,002
-9,248
-5% -$605K 0.05% 378
2020
Q4 		$13.3M Sell
202,250
-189
-0.1% -$12.3K 0.05% 363
2020
Q3 		$12.6M Sell
202,439
-5,737
-3% -$351K 0.06% 329
2020
Q2 		$11.8M Buy
+208,176
New +$10.8M 0.06% 338

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

Asset Management One's OTIS Position: Q2 2026 in Review

Asset Management One increased its Otis Worldwide (OTIS) stake by 2.2% in Q2 2026, buying an estimated $268K and bringing the position to 169,000 shares worth $12.1M. The position accounts for 0.03% of the portfolio, ranked #426.

Asset Management One first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $16.6M in Q1 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Asset Management One held 169,000 shares of Otis Worldwide worth $12.1M as of Q2 2026.
  • Asset Management One bought 3,588 Otis Worldwide shares in Q2 2026, an estimated $268K.
  • Otis Worldwide made up 0.03% of Asset Management One's portfolio in Q2 2026, its #426 holding.
  • Asset Management One first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Asset Management One's Otis Worldwide position peaked at $16.6M in Q1 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Asset Management One's 13F filing for Q2 2026, filed 28 Jul 2026.