Eventide Asset Management
OTIS icon

Eventide Asset Management’s Otis Worldwide OTIS Stock Holding History

Eventide 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
Q3 		$452K Buy
6,888
+810
+13% +$57.6K 0.01% 262
2026
Q2 		$443K Buy
6,078
+852
+16% +$63.6K 0.01% 245
2026
Q1 		$399K Buy
5,226
+690
+15% +$60.4K 0.01% 231
2025
Q4 		$399K Sell
4,536
-6,156
-58% -$551K 0.01% 249
2025
Q3 		$976K Buy
10,692
+891
+9% +$80.9K 0.02% 193
2025
Q2 		$958K Buy
9,801
+4,424
+82% +$427K 0.02% 190
2025
Q1 		$549K Buy
+5,377
New +$525K 0.01% 189
2024
Q4 		– Sell
-33,664
Closed -$3.5M – 218
2024
Q3 		$3.5M Buy
33,664
+3,187
+10% +$304K 0.06% 146
2024
Q2 		$2.93M Buy
30,477
+20,288
+199% +$1.96M 0.05% 142
2024
Q1 		$1.01M Buy
+10,189
New +$942K 0.02% 153

Other funds holding OTIS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Eventide Asset Management's OTIS Position: Q3 2026 in Review

Eventide Asset Management increased its Otis Worldwide (OTIS) stake by 13% in Q3 2026, buying an estimated $57.6K and bringing the position to 6,888 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #262.

Eventide Asset Management first reported a position in OTIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.5M in Q3 2024. 1,015 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Eventide Asset Management held 6,888 shares of Otis Worldwide worth $452K as of Q3 2026.
  • Eventide Asset Management bought 810 Otis Worldwide shares in Q3 2026, an estimated $57.6K.
  • Otis Worldwide made up 0.01% of Eventide Asset Management's portfolio in Q3 2026, its #262 holding.
  • Eventide Asset Management first reported a position in Otis Worldwide in Q1 2024 and has held it in 10 quarters since.
  • Eventide Asset Management's Otis Worldwide position peaked at $3.5M in Q3 2024.
  • 1,015 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Eventide Asset Management's 13F filing for Q3 2026, filed 13 Nov 2026.