AS
OTIS icon

Aware Super’s Otis Worldwide OTIS Stock Holding History

Aware Super’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 		$1.26M Buy
+16,356
New +$1.43M 0.02% 217
2025
Q3 		$2.41M Hold
26,331
– – 0.03% 197
2025
Q2 		$2.61M Hold
26,331
– – 0.04% 201
2025
Q1 		$2.72M Hold
26,331
– – 0.05% 202
2024
Q4 		$2.44M Buy
+26,331
New +$2.64M 0.04% 205
2023
Q4 		$2.3M Buy
+26,331
New +$2.19M 0.03% 207

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

Aware Super's OTIS Position: Q1 2026 in Review

Aware Super opened a new position in Otis Worldwide (OTIS) in Q1 2026: 16,356 shares worth $1.26M. The stake represents 0.02% of the portfolio and ranks #217 among its holdings. This is a return to the name: Aware Super previously reported a position in OTIS as recently as Q3 2025.

Aware Super first reported a position in OTIS in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.72M in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Aware Super held 16,356 shares of Otis Worldwide worth $1.26M as of Q1 2026.
  • Otis Worldwide was a new Aware Super position in Q1 2026.
  • Otis Worldwide made up 0.02% of Aware Super's portfolio in Q1 2026, its #217 holding.
  • Aware Super first reported a position in Otis Worldwide in Q4 2023 and has held it in 6 quarters since.
  • Aware Super's Otis Worldwide position peaked at $2.72M in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Aware Super's 13F filing for Q1 2026, filed 5 May 2026.