Chesapeake Asset Management’s Otis Worldwide OTIS Stock Holding History

Chesapeake 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	$42.4K	Sell	550 -200	-27%	-$17.5K	0.03%	152
2025 Q4	$65.5K	Buy	750 +3	+0.4%	+$268	0.05%	146
2025 Q3	$68.3K	Buy	747 +350	+88%	+$31.8K	0.06%	131
2025 Q2	$39.3K	Sell	397 -5	-1%	-$483	0.04%	145
2025 Q1	$41.5K	Hold	402	–	–	0.04%	128
2024 Q4	$37.2K	Hold	402	–	–	0.03%	142
2024 Q3	$41.8K	Buy	402 +5	+1%	+$476	0.04%	139
2024 Q2	$38.2K	Hold	397	–	–	0.04%	137
2024 Q1	$39.4K	Hold	397	–	–	0.04%	128
2023 Q4	$35.5K	Hold	397	–	–	0.03%	153
2023 Q3	$31.9K	Sell	397 -700	-64%	-$59.9K	0.03%	165
2023 Q2	$97.6K	Sell	1,097 -206	-16%	-$17.4K	0.09%	115
2023 Q1	$110K	Buy	+1,303	New	+$108K	0.1%	111

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

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

Chesapeake Asset Management reduced its Otis Worldwide (OTIS) stake by 27% in Q1 2026, selling an estimated $17.5K and leaving 550 shares worth $42.4K. The position accounts for 0.03% of the portfolio, ranked #152.

Chesapeake Asset Management first reported a position in OTIS in Q1 2023 and has held it in 13 quarters since. The position peaked at $110K in Q1 2023. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Chesapeake Asset Management held 550 shares of Otis Worldwide worth $42.4K as of Q1 2026.
Chesapeake Asset Management sold 200 Otis Worldwide shares in Q1 2026, an estimated $17.5K.
Otis Worldwide made up 0.03% of Chesapeake Asset Management's portfolio in Q1 2026, its #152 holding.
Chesapeake Asset Management first reported a position in Otis Worldwide in Q1 2023 and has held it in 13 quarters since.
Chesapeake Asset Management's Otis Worldwide position peaked at $110K in Q1 2023.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Chesapeake Asset Management's 13F filing for Q1 2026, filed 12 May 2026.