Azzad Asset Management’s Otis Worldwide OTIS Stock Holding History

Azzad Asset Management’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	$726K	Buy	9,416 +48	+0.5%	+$4.2K	0.07%	261
2025 Q4	$818K	Buy	9,368 +145	+2%	+$13K	0.08%	256
2025 Q3	$843K	Buy	9,223 +2,566	+39%	+$233K	0.08%	256
2025 Q2	$659K	Buy	+6,657	New	+$643K	0.07%	259
2021 Q2	–	Sell	-10,647	Closed	-$729K	–	333
2021 Q1	$729K	Buy	10,647 +511	+5%	+$33.4K	0.12%	243
2020 Q4	$685K	Buy	10,136 +354	+4%	+$23K	0.12%	227
2020 Q3	$611K	Buy	+9,782	New	+$598K	0.13%	223

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Azzad Asset Management's OTIS Position: Q1 2026 in Review

Azzad Asset Management increased its Otis Worldwide (OTIS) stake by 0.51% in Q1 2026, buying an estimated $4.2K and bringing the position to 9,416 shares worth $726K. The position accounts for 0.07% of the portfolio, ranked #261.

Azzad Asset Management first reported a position in OTIS in Q3 2020 and has held it in 7 quarters since. The position peaked at $843K in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Azzad Asset Management held 9,416 shares of Otis Worldwide worth $726K as of Q1 2026.
Azzad Asset Management bought 48 Otis Worldwide shares in Q1 2026, an estimated $4.2K.
Otis Worldwide made up 0.07% of Azzad Asset Management's portfolio in Q1 2026, its #261 holding.
Azzad Asset Management first reported a position in Otis Worldwide in Q3 2020 and has held it in 7 quarters since.
Azzad Asset Management's Otis Worldwide position peaked at $843K in Q3 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Azzad Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.