Fullerton Fund Management’s Otis Worldwide OTIS Stock Holding History

Fullerton Fund 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	–	Sell	-2,683	Closed	-$234K	–	145
2025 Q4	$234K	Buy	+2,683	New	+$240K	0.01%	116
2025 Q2	–	Sell	-6,435	Closed	-$664K	–	120
2025 Q1	$664K	Buy	+6,435	New	+$629K	0.04%	63
2024 Q4	–	Sell	-6,938	Closed	-$721K	–	118
2024 Q3	$721K	Buy	6,938 +2,190	+46%	+$209K	0.03%	70
2024 Q2	$457K	Buy	+4,748	New	+$458K	0.02%	92

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

Fullerton Fund Management's OTIS Position: Q1 2026 in Review

Fullerton Fund Management sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,683 shares — an estimated $234K sold.

Fullerton Fund Management first reported a position in OTIS in Q2 2024 and held it in 4 quarters. The position peaked at $721K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Fullerton Fund Management reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
Fullerton Fund Management sold 2,683 Otis Worldwide shares in Q1 2026, an estimated $234K.
Fullerton Fund Management first reported a position in Otis Worldwide in Q2 2024 and held it in 4 quarters.
Fullerton Fund Management's Otis Worldwide position peaked at $721K in Q3 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Fullerton Fund Management's 13F filing for Q1 2026, filed 15 May 2026.