AssetMark Inc
OTIS icon

AssetMark Inc’s Otis Worldwide OTIS Stock Holding History

AssetMark Inc’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 		$683K Buy
8,857
+572
+7% +$50K ﹤0.01% 1107
2025
Q4 		$724K Buy
8,285
+3,144
+61% +$281K ﹤0.01% 1078
2025
Q3 		$470K Buy
5,141
+2,036
+66% +$185K ﹤0.01% 1111
2025
Q2 		$307K Buy
3,105
+2,052
+195% +$198K ﹤0.01% 1127
2025
Q1 		$109K Sell
1,053
-272
-21% -$26.6K ﹤0.01% 1260
2024
Q4 		$123K Buy
1,325
+849
+178% +$85.1K ﹤0.01% 1201
2024
Q3 		$49.5K Buy
476
+402
+543% +$38.3K ﹤0.01% 1289
2024
Q2 		$7.12K Buy
74
+43
+139% +$4.14K ﹤0.01% 1553
2024
Q1 		$3.08K Sell
31
-319
-91% -$29.5K ﹤0.01% 1531
2023
Q4 		$31.3K Buy
350
+42
+14% +$3.49K ﹤0.01% 1229
2023
Q3 		$24.7K Buy
308
+1
+0.3% +$86 ﹤0.01% 1218
2023
Q2 		$27.3K Hold
307
– – ﹤0.01% 1176
2023
Q1 		$25.9K Sell
307
-300
-49% -$24.8K ﹤0.01% 1155
2022
Q4 		$47.5K Buy
607
+300
+98% +$22.1K ﹤0.01% 1052
2022
Q3 		$20K Sell
307
-24
-7% -$1.76K ﹤0.01% 1131
2022
Q2 		$23K Buy
331
+307
+1,279% +$22.6K ﹤0.01% 1099
2022
Q1 		$2K Sell
24
-158
-87% -$12.6K ﹤0.01% 1433
2021
Q4 		$16K Buy
182
+163
+858% +$13.6K ﹤0.01% 1092
2021
Q3 		$2K Sell
19
-32
-63% -$2.81K ﹤0.01% 1283
2021
Q2 		$4K Buy
51
+23
+82% +$1.77K ﹤0.01% 1117
2021
Q1 		$2K Sell
28
-80
-74% -$5.23K ﹤0.01% 1194
2020
Q4 		$7K Buy
108
+12
+13% +$778 ﹤0.01% 974
2020
Q3 		$6K Buy
96
+26
+37% +$1.59K ﹤0.01% 966
2020
Q2 		$4K Buy
+70
New +$3.63K ﹤0.01% 984

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

AssetMark Inc's OTIS Position: Q1 2026 in Review

AssetMark Inc increased its Otis Worldwide (OTIS) stake by 6.9% in Q1 2026, buying an estimated $50K and bringing the position to 8,857 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

AssetMark Inc first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $724K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • AssetMark Inc held 8,857 shares of Otis Worldwide worth $683K as of Q1 2026.
  • AssetMark Inc bought 572 Otis Worldwide shares in Q1 2026, an estimated $50K.
  • Otis Worldwide made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1107 holding.
  • AssetMark Inc first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • AssetMark Inc's Otis Worldwide position peaked at $724K in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.