EAM
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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
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 $5.7T 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