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Elo Mutual Pension Insurance’s Otis Worldwide OTIS Stock Holding History

Elo Mutual Pension Insurance’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 		$6.42M Buy
83,236
+5,194
+7% +$454K 0.11% 159
2025
Q4 		$6.82M Buy
78,042
+7,703
+11% +$689K 0.1% 162
2025
Q3 		$6.43M Buy
70,339
+17,753
+34% +$1.61M 0.11% 163
2025
Q2 		$5.21M Buy
52,586
+2,549
+5% +$246K 0.11% 157
2025
Q1 		$5.16M Buy
50,037
+7,270
+17% +$710K 0.12% 150
2024
Q4 		$3.96M Buy
42,767
+7,076
+20% +$710K 0.08% 218
2024
Q3 		$3.71M Buy
35,691
+746
+2% +$71.1K 0.08% 220
2024
Q2 		$3.36M Sell
34,945
-2,551
-7% -$246K 0.08% 209
2024
Q1 		$3.72M Buy
37,496
+1,548
+4% +$143K 0.09% 211
2023
Q4 		$3.22M Buy
35,948
+1,357
+4% +$113K 0.09% 215
2023
Q3 		$2.78M Buy
34,591
+584
+2% +$49.9K 0.09% 215
2023
Q2 		$3.03M Buy
34,007
+728
+2% +$61.3K 0.09% 202
2023
Q1 		$2.81M Buy
33,279
+608
+2% +$50.3K 0.09% 207
2022
Q4 		$2.56M Buy
32,671
+832
+3% +$61.4K 0.09% 212
2022
Q3 		$2.03M Sell
31,839
-1,659
-5% -$121K 0.08% 234
2022
Q2 		$2.37M Buy
33,498
+1,762
+6% +$130K 0.08% 215
2022
Q1 		$2.44M Buy
31,736
+775
+3% +$61.9K 0.07% 240
2021
Q4 		$2.7M Buy
30,961
+2,053
+7% +$172K 0.07% 223
2021
Q3 		$2.38M Hold
28,908
– – 0.08% 212
2021
Q2 		$2.36M Sell
28,908
-782
-3% -$60.2K 0.08% 215
2021
Q1 		$2.03M Buy
29,690
+439
+2% +$28.7K 0.07% 236
2020
Q4 		$1.98M Buy
+29,251
New +$1.9M 0.07% 231

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

Elo Mutual Pension Insurance's OTIS Position: Q1 2026 in Review

Elo Mutual Pension Insurance increased its Otis Worldwide (OTIS) stake by 6.7% in Q1 2026, buying an estimated $454K and bringing the position to 83,236 shares worth $6.42M. The position accounts for 0.11% of the portfolio, ranked #159.

Elo Mutual Pension Insurance first reported a position in OTIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.82M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Elo Mutual Pension Insurance held 83,236 shares of Otis Worldwide worth $6.42M as of Q1 2026.
  • Elo Mutual Pension Insurance bought 5,194 Otis Worldwide shares in Q1 2026, an estimated $454K.
  • Otis Worldwide made up 0.11% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #159 holding.
  • Elo Mutual Pension Insurance first reported a position in Otis Worldwide in Q4 2020 and has held it in 22 quarters since.
  • Elo Mutual Pension Insurance's Otis Worldwide position peaked at $6.82M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.