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Guinness Atkinson Asset Management’s Otis Worldwide OTIS Stock Holding History

Guinness Atkinson 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 		$985K Buy
12,781
+1,522
+14% +$133K 0.49% 46
2025
Q4 		$990K Sell
11,259
-328
-3% -$29.3K 0.47% 40
2025
Q3 		$1.06M Hold
11,587
– – 0.5% 42
2025
Q2 		$1.15M Hold
11,587
– – 0.6% 33
2025
Q1 		$1.2M Buy
11,587
+405
+4% +$39.6K 0.67% 30
2024
Q4 		$1.04M Buy
11,182
+2,119
+23% +$212K 0.53% 39
2024
Q3 		$942K Sell
9,063
-326
-3% -$31.1K 0.46% 42
2024
Q2 		$904K Sell
9,389
-163
-2% -$15.7K 0.44% 38
2024
Q1 		$948K Hold
9,552
– – 0.45% 41
2023
Q4 		$855K Sell
9,552
-280
-3% -$23.3K 0.44% 46
2023
Q3 		$790K Buy
9,832
+672
+7% +$57.5K 0.44% 48
2023
Q2 		$815K Buy
9,160
+1,344
+17% +$113K 0.43% 42
2023
Q1 		$660K Buy
7,816
+168
+2% +$13.9K 0.37% 47
2022
Q4 		$599K Sell
7,648
-571
-7% -$42.2K 0.38% 52
2022
Q3 		$524K Sell
8,219
-654
-7% -$47.8K 0.33% 64
2022
Q2 		$627K Hold
8,873
– – 0.37% 55
2022
Q1 		$683K Hold
8,873
– – 0.33% 59
2021
Q4 		$773K Sell
8,873
-585
-6% -$49K 0.34% 43
2021
Q3 		$778K Sell
9,458
-780
-8% -$68.6K 0.36% 39
2021
Q2 		$837K Buy
10,238
+586
+6% +$45.1K 0.37% 38
2021
Q1 		$661K Buy
9,652
+720
+8% +$47.1K 0.33% 42
2020
Q4 		$603K Buy
8,932
+1,004
+13% +$65.1K 0.32% 45
2020
Q3 		$495K Hold
7,928
– – 0.3% 38
2020
Q2 		$451K Buy
+7,928
New +$411K 0.29% 33

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

Guinness Atkinson Asset Management's OTIS Position: Q1 2026 in Review

Guinness Atkinson Asset Management increased its Otis Worldwide (OTIS) stake by 14% in Q1 2026, buying an estimated $133K and bringing the position to 12,781 shares worth $985K. The position accounts for 0.49% of the portfolio, ranked #46.

Guinness Atkinson Asset Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.2M in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Guinness Atkinson Asset Management held 12,781 shares of Otis Worldwide worth $985K as of Q1 2026.
  • Guinness Atkinson Asset Management bought 1,522 Otis Worldwide shares in Q1 2026, an estimated $133K.
  • Otis Worldwide made up 0.49% of Guinness Atkinson Asset Management's portfolio in Q1 2026, its #46 holding.
  • Guinness Atkinson Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Guinness Atkinson Asset Management's Otis Worldwide position peaked at $1.2M in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Guinness Atkinson Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.