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Caitong International Asset Management’s Otis Worldwide OTIS Stock Holding History

Caitong International 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 		$499K Buy
6,479
+4,566
+239% +$399K 0.09% 199
2025
Q4 		$167K Buy
1,913
+731
+62% +$65.4K 0.04% 257
2025
Q3 		$108K Buy
+1,182
New +$107K 0.07% 157
2025
Q2 		– Sell
-116
Closed -$12K – 2345
2025
Q1 		$12K Sell
116
-343
-75% -$33.5K 0.01% 838
2024
Q4 		$42.5K Buy
+459
New +$46K 0.04% 536

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

Caitong International Asset Management's OTIS Position: Q1 2026 in Review

Caitong International Asset Management increased its Otis Worldwide (OTIS) stake by 239% in Q1 2026, buying an estimated $399K and bringing the position to 6,479 shares worth $499K. The position accounts for 0.09% of the portfolio, ranked #199.

Caitong International Asset Management first reported a position in OTIS in Q4 2024 and has held it in 5 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Caitong International Asset Management held 6,479 shares of Otis Worldwide worth $499K as of Q1 2026.
  • Caitong International Asset Management bought 4,566 Otis Worldwide shares in Q1 2026, an estimated $399K.
  • Otis Worldwide made up 0.09% of Caitong International Asset Management's portfolio in Q1 2026, its #199 holding.
  • Caitong International Asset Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 5 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Caitong International Asset Management's 13F filing for Q1 2026, filed 11 May 2026.