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
Q3 		$10.8M Sell
167,531
-1,469
-0.9% -$105K 0.03% 452
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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Asset Management One's OTIS Position: Q3 2026 in Review

Asset Management One reduced its Otis Worldwide (OTIS) stake by 0.87% in Q3 2026, selling an estimated $105K and leaving 167,531 shares worth $10.8M. The position accounts for 0.03% of the portfolio, ranked #452.

Asset Management One first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $16.6M in Q1 2025. 336 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Asset Management One held 167,531 shares of Otis Worldwide worth $10.8M as of Q3 2026.
  • Asset Management One sold 1,469 Otis Worldwide shares in Q3 2026, an estimated $105K.
  • Otis Worldwide made up 0.03% of Asset Management One's portfolio in Q3 2026, its #452 holding.
  • Asset Management One first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
  • Asset Management One's Otis Worldwide position peaked at $16.6M in Q1 2025.
  • 336 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Asset Management One's 13F filing for Q3 2026, filed 27 Oct 2026.