CKW Financial Group’s Otis Worldwide OTIS Stock Holding History

CKW Financial Group’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	$8K	Buy	104 +1	+1%	+$87	﹤0.01%	110
2025 Q4	$9K	Hold	103	–	–	﹤0.01%	118
2025 Q3	$10K	Hold	103	–	–	﹤0.01%	122
2025 Q2	$10K	Hold	103	–	–	﹤0.01%	122
2025 Q1	$11K	Buy	103 +1	+1%	+$98	﹤0.01%	121
2024 Q4	$9K	Hold	102	–	–	﹤0.01%	193
2024 Q3	$11K	Hold	102	–	–	﹤0.01%	176
2024 Q2	$10K	Hold	102	–	–	﹤0.01%	177
2024 Q1	$10K	Sell	102 -300	-75%	-$27.7K	﹤0.01%	178
2023 Q4	$36K	Buy	402 +1	+0.2%	+$83	0.01%	150
2023 Q3	$32K	Hold	401	–	–	﹤0.01%	147
2023 Q2	$36K	Hold	401	–	–	0.01%	140
2023 Q1	$34K	Hold	401	–	–	0.01%	128
2022 Q4	$31K	Hold	401	–	–	0.01%	130
2022 Q3	$26K	Buy	401 +1	+0.3%	+$73	﹤0.01%	141
2022 Q2	$29K	Hold	400	–	–	﹤0.01%	137
2022 Q1	$31K	Hold	400	–	–	﹤0.01%	141
2021 Q4	$30K	Buy	400 +50	+14%	+$4.18K	﹤0.01%	147
2021 Q3	$29K	Hold	350	–	–	﹤0.01%	148
2021 Q2	$29K	Sell	350 -100	-22%	-$7.7K	﹤0.01%	152
2021 Q1	$31K	Hold	450	–	–	0.01%	128
2020 Q4	$30K	Sell	450 -100	-18%	-$6.49K	0.01%	122
2020 Q3	$34K	Hold	550	–	–	0.01%	114
2020 Q2	$31K	Buy	+550	New	+$28.5K	0.01%	110

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

CKW Financial Group's OTIS Position: Q1 2026 in Review

CKW Financial Group increased its Otis Worldwide (OTIS) stake by 0.97% in Q1 2026, buying an estimated $87 and bringing the position to 104 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #110.

CKW Financial Group first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $36K in Q4 2023. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

CKW Financial Group held 104 shares of Otis Worldwide worth $8K as of Q1 2026.
CKW Financial Group bought 1 Otis Worldwide share in Q1 2026, an estimated $87.
Otis Worldwide made up ﹤0.01% of CKW Financial Group's portfolio in Q1 2026, its #110 holding.
CKW Financial Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
CKW Financial Group's Otis Worldwide position peaked at $36K in Q4 2023.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on CKW Financial Group's 13F filing for Q1 2026, filed 7 May 2026.