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 Q2	$526K	Sell	7,347 -2,069	-22%	-$155K	0.05%	305
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Azzad Asset Management reduced its Otis Worldwide (OTIS) stake by 22% in Q2 2026, selling an estimated $155K and leaving 7,347 shares worth $526K. The position accounts for 0.05% of the portfolio, ranked #305.

Azzad Asset Management first reported a position in OTIS in Q3 2020 and has held it in 8 quarters since. The position peaked at $843K in Q3 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Azzad Asset Management held 7,347 shares of Otis Worldwide worth $526K as of Q2 2026.
Azzad Asset Management sold 2,069 Otis Worldwide shares in Q2 2026, an estimated $155K.
Otis Worldwide made up 0.05% of Azzad Asset Management's portfolio in Q2 2026, its #305 holding.
Azzad Asset Management first reported a position in Otis Worldwide in Q3 2020 and has held it in 8 quarters since.
Azzad Asset Management's Otis Worldwide position peaked at $843K in Q3 2025.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Azzad Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.