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Hara Capital’s Otis Worldwide OTIS Stock Holding History

Hara Capital’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 		$15K Hold
195
– – 0.01% 245
2025
Q4 		$17K Hold
195
– – 0.01% 227
2025
Q3 		$17.8K Hold
195
– – 0.01% 221
2025
Q2 		$19.3K Hold
195
– – 0.01% 246
2025
Q1 		$20.1K Sell
195
-165
-46% -$16.1K 0.01% 220
2024
Q4 		$33.3K Buy
360
+180
+100% +$18.1K 0.01% 232
2024
Q3 		$18.7K Buy
+180
New +$17.1K 0.01% 223

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

Hara Capital's OTIS Position: Q1 2026 in Review

Hara Capital held its Otis Worldwide (OTIS) position steady in Q1 2026 at 195 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #245.

Hara Capital first reported a position in OTIS in Q3 2024 and has held it in 7 quarters since. The position peaked at $33.3K in Q4 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Hara Capital held 195 shares of Otis Worldwide worth $15K as of Q1 2026.
  • Hara Capital left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.01% of Hara Capital's portfolio in Q1 2026, its #245 holding.
  • Hara Capital first reported a position in Otis Worldwide in Q3 2024 and has held it in 7 quarters since.
  • Hara Capital's Otis Worldwide position peaked at $33.3K in Q4 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Hara Capital's 13F filing for Q1 2026, filed 14 May 2026.