Bellevue Asset Management’s Otis Worldwide OTIS Stock Holding History

Bellevue 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	$55.2K	Hold	716	–	–	0.03%	154
2025 Q4	$62.5K	Hold	716	–	–	0.02%	135
2025 Q3	$65.5K	Hold	716	–	–	0.03%	129
2025 Q2	$70.9K	Hold	716	–	–	0.03%	127
2025 Q1	$73.9K	Hold	716	–	–	0.04%	123
2024 Q4	$66.3K	Hold	716	–	–	0.03%	129
2024 Q3	$74.4K	Hold	716	–	–	0.04%	119
2024 Q2	$68.9K	Hold	716	–	–	0.04%	119
2024 Q1	$71.1K	Hold	716	–	–	0.04%	121
2023 Q4	$64.1K	Hold	716	–	–	0.06%	125
2023 Q3	$57.5K	Hold	716	–	–	0.04%	122
2023 Q2	$63.7K	Hold	716	–	–	0.04%	124
2023 Q1	$60.4K	Hold	716	–	–	0.04%	129
2022 Q4	$55.7K	Hold	716	–	–	0.04%	139
2022 Q3	$47K	Hold	716	–	–	0.04%	157
2022 Q2	$51K	Hold	716	–	–	0.04%	158
2022 Q1	$56K	Hold	716	–	–	0.03%	161
2021 Q4	$62K	Hold	716	–	–	0.04%	156
2021 Q3	$60K	Hold	716	–	–	0.04%	160
2021 Q2	$59K	Hold	716	–	–	0.04%	161
2021 Q1	$49K	Hold	716	–	–	0.03%	176
2020 Q4	$45K	Sell	716 -229	-24%	-$14.9K	0.03%	184
2020 Q3	$59K	Hold	945	–	–	0.04%	146
2020 Q2	$54K	Buy	+945	New	+$49K	0.06%	152

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

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

Bellevue Asset Management held its Otis Worldwide (OTIS) position steady in Q1 2026 at 716 shares worth $55.2K. The position accounts for 0.03% of the portfolio, ranked #154.

Bellevue Asset Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $74.4K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Bellevue Asset Management held 716 shares of Otis Worldwide worth $55.2K as of Q1 2026.
Bellevue Asset Management left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.03% of Bellevue Asset Management's portfolio in Q1 2026, its #154 holding.
Bellevue Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
Bellevue Asset Management's Otis Worldwide position peaked at $74.4K in Q3 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.