Dai-ichi Life Insurance Company’s Otis Worldwide OTIS Stock Holding History

Dai-ichi Life Insurance Company’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	$688K	Hold	8,930	–	–	0.02%	393
2025 Q4	$780K	Hold	8,930	–	–	0.02%	413
2025 Q3	$816K	Hold	8,930	–	–	0.02%	399
2025 Q2	$884K	Hold	8,930	–	–	0.02%	379
2025 Q1	$922K	Hold	8,930	–	–	0.03%	384
2024 Q4	$827K	Buy	8,930 +5,000	+127%	+$501K	0.02%	412
2024 Q3	$408K	Sell	3,930 -23,000	-85%	-$2.19M	0.01%	467
2024 Q2	$2.59M	Sell	26,930 -3,440	-11%	-$332K	0.06%	253
2024 Q1	$3.01M	Hold	30,370	–	–	0.07%	248
2023 Q4	$2.72M	Hold	30,370	–	–	0.06%	263
2023 Q3	$2.44M	Hold	30,370	–	–	0.05%	264
2023 Q2	$2.7M	Hold	30,370	–	–	0.06%	256
2023 Q1	$2.56M	Hold	30,370	–	–	0.06%	263
2022 Q4	$2.38M	Hold	30,370	–	–	0.06%	275
2022 Q3	$1.94M	Sell	30,370 -10,000	-25%	-$732K	0.05%	294
2022 Q2	$2.85M	Buy	40,370 +258	+0.6%	+$19K	0.06%	241
2022 Q1	$3.09M	Hold	40,112	–	–	0.05%	279
2021 Q4	$3.49M	Hold	40,112	–	–	0.04%	268
2021 Q3	$3.3M	Sell	40,112 -1,490	-4%	-$131K	0.04%	270
2021 Q2	$3.4M	Hold	41,602	–	–	0.04%	277
2021 Q1	$2.85M	Buy	41,602 +1,462	+4%	+$95.6K	0.04%	300
2020 Q4	$2.71M	Hold	40,140	–	–	0.04%	287
2020 Q3	$2.51M	Sell	40,140 -284	-0.7%	-$17.4K	0.05%	277
2020 Q2	$2.3M	Buy	+40,424	New	+$2.09M	0.05%	261

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

Dai-ichi Life Insurance Company's OTIS Position: Q1 2026 in Review

Dai-ichi Life Insurance Company held its Otis Worldwide (OTIS) position steady in Q1 2026 at 8,930 shares worth $688K. The position accounts for 0.02% of the portfolio, ranked #393.

Dai-ichi Life Insurance Company first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.49M in Q4 2021. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Dai-ichi Life Insurance Company held 8,930 shares of Otis Worldwide worth $688K as of Q1 2026.
Dai-ichi Life Insurance Company left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.02% of Dai-ichi Life Insurance Company's portfolio in Q1 2026, its #393 holding.
Dai-ichi Life Insurance Company first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
Dai-ichi Life Insurance Company's Otis Worldwide position peaked at $3.49M in Q4 2021.
1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Dai-ichi Life Insurance Company's 13F filing for Q1 2026, filed 14 May 2026.