Daiwa Securities Group
OTIS icon

Daiwa Securities Group’s Otis Worldwide OTIS Stock Holding History

Daiwa Securities 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 		$6.02M Sell
78,105
-12,565
-14% -$1.1M 0.02% 422
2025
Q4 		$7.92M Buy
90,670
+18,301
+25% +$1.64M 0.03% 357
2025
Q3 		$6.62M Buy
72,369
+1,745
+2% +$158K 0.02% 388
2025
Q2 		$6.99M Buy
70,624
+14,151
+25% +$1.37M 0.03% 356
2025
Q1 		$5.83M Buy
56,473
+3,824
+7% +$374K 0.02% 369
2024
Q4 		$4.88M Buy
52,649
+3,476
+7% +$349K 0.02% 389
2024
Q3 		$5.11M Buy
49,173
+4,918
+11% +$469K 0.02% 376
2024
Q2 		$4.26M Sell
44,255
-714
-2% -$68.8K 0.02% 378
2024
Q1 		$4.46M Buy
44,969
+7,806
+21% +$721K 0.03% 351
2023
Q4 		$3.33M Buy
37,163
+1,947
+6% +$162K 0.02% 395
2023
Q3 		$2.83M Buy
35,216
+2,871
+9% +$246K 0.02% 408
2023
Q2 		$2.88M Buy
32,345
+534
+2% +$45K 0.02% 403
2023
Q1 		$2.69M Buy
31,811
+2,330
+8% +$193K 0.02% 416
2022
Q4 		$2.31M Buy
29,481
+1,367
+5% +$101K 0.02% 435
2022
Q3 		$1.79M Buy
28,114
+803
+3% +$58.7K 0.01% 483
2022
Q2 		$1.93M Buy
27,311
+1,980
+8% +$146K 0.01% 465
2022
Q1 		$1.95M Sell
25,331
-4,370
-15% -$349K 0.01% 501
2021
Q4 		$2.59M Sell
29,701
-23,546
-44% -$1.97M 0.02% 438
2021
Q3 		$4.38M Sell
53,247
-19,508
-27% -$1.72M 0.03% 290
2021
Q2 		$5.95M Buy
72,755
+4,339
+6% +$334K 0.04% 206
2021
Q1 		$4.68M Sell
68,416
-108
-0.2% -$7.06K 0.03% 219
2020
Q4 		$4.63M Buy
68,524
+6,635
+11% +$430K 0.04% 225
2020
Q3 		$3.86M Buy
+61,889
New +$3.79M 0.04% 214

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

Daiwa Securities Group's OTIS Position: Q1 2026 in Review

Daiwa Securities Group reduced its Otis Worldwide (OTIS) stake by 14% in Q1 2026, selling an estimated $1.1M and leaving 78,105 shares worth $6.02M. The position accounts for 0.02% of the portfolio, ranked #422.

Daiwa Securities Group first reported a position in OTIS in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.92M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Daiwa Securities Group held 78,105 shares of Otis Worldwide worth $6.02M as of Q1 2026.
  • Daiwa Securities Group sold 12,565 Otis Worldwide shares in Q1 2026, an estimated $1.1M.
  • Otis Worldwide made up 0.02% of Daiwa Securities Group's portfolio in Q1 2026, its #422 holding.
  • Daiwa Securities Group first reported a position in Otis Worldwide in Q3 2020 and has held it in 23 quarters since.
  • Daiwa Securities Group's Otis Worldwide position peaked at $7.92M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Daiwa Securities Group's 13F filing for Q1 2026, filed 13 May 2026.