Ken Fisher
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Ken Fisher’s Otis Worldwide OTIS Stock Holding History

Ken Fisher’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 		$47.7M Sell
619,482
-4,521
-0.7% -$396K 0.02% 241
2025
Q4 		$54.5M Sell
624,003
-24,864
-4% -$2.22M 0.02% 228
2025
Q3 		$59.3M Sell
648,867
-37,831
-6% -$3.43M 0.02% 212
2025
Q2 		$68M Sell
686,698
-31,408
-4% -$3.03M 0.03% 188
2025
Q1 		$74.1M Sell
718,106
-168,737
-19% -$16.5M 0.03% 180
2024
Q4 		$82.1M Sell
886,843
-36,395
-4% -$3.65M 0.03% 179
2024
Q3 		$96M Sell
923,238
-176,261
-16% -$16.8M 0.04% 162
2024
Q2 		$106M Buy
1,099,499
+25,009
+2% +$2.41M 0.05% 160
2024
Q1 		$107M Sell
1,074,490
-21,617
-2% -$2M 0.05% 165
2023
Q4 		$98.1M Sell
1,096,107
-6,727
-0.6% -$559K 0.05% 167
2023
Q3 		$88.6M Sell
1,102,834
-63,519
-5% -$5.43M 0.05% 197
2023
Q2 		$104M Buy
1,166,353
+13,205
+1% +$1.11M 0.06% 198
2023
Q1 		$97.3M Buy
1,153,148
+50,804
+5% +$4.2M 0.06% 196
2022
Q4 		$86.3M Buy
1,102,344
+99,323
+10% +$7.33M 0.06% 191
2022
Q3 		$64M Sell
1,003,021
-33,824
-3% -$2.47M 0.05% 214
2022
Q2 		$73.3M Sell
1,036,845
-40,283
-4% -$2.97M 0.05% 181
2022
Q1 		$82.9M Sell
1,077,128
-44,611
-4% -$3.57M 0.05% 190
2021
Q4 		$97.7M Sell
1,121,739
-82,573
-7% -$6.91M 0.05% 186
2021
Q3 		$99.1M Sell
1,204,312
-75,638
-6% -$6.65M 0.06% 173
2021
Q2 		$105M Sell
1,279,950
-72,956
-5% -$5.61M 0.07% 165
2021
Q1 		$92.6M Sell
1,352,906
-136,593
-9% -$8.93M 0.07% 170
2020
Q4 		$101M Sell
1,489,499
-142,117
-9% -$9.22M 0.08% 160
2020
Q3 		$102M Sell
1,631,616
-511,197
-24% -$31.3M 0.09% 145
2020
Q2 		$122M Buy
+2,142,813
New +$111M 0.12% 122

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

Ken Fisher's OTIS Position: Q1 2026 in Review

Ken Fisher reduced its Otis Worldwide (OTIS) stake by 0.72% in Q1 2026, selling an estimated $396K and leaving 619,482 shares worth $47.7M. The position accounts for 0.02% of the portfolio, ranked #241.

Ken Fisher first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $122M in Q2 2020. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Ken Fisher held 619,482 shares of Otis Worldwide worth $47.7M as of Q1 2026.
  • Ken Fisher sold 4,521 Otis Worldwide shares in Q1 2026, an estimated $396K.
  • Otis Worldwide made up 0.02% of Ken Fisher's portfolio in Q1 2026, its #241 holding.
  • Ken Fisher first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Ken Fisher's Otis Worldwide position peaked at $122M in Q2 2020.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.