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MASTERINVEST Kapitalanlage’s Otis Worldwide OTIS Stock Holding History

MASTERINVEST Kapitalanlage’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 		$842K Hold
10,918
– – 0.09% 195
2025
Q4 		$961K Buy
10,918
+2,240
+26% +$200K 0.09% 187
2025
Q3 		$793K Buy
8,678
+1,264
+17% +$115K 0.08% 197
2025
Q2 		$734K Buy
+7,414
New +$716K 0.08% 199

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

MASTERINVEST Kapitalanlage's OTIS Position: Q1 2026 in Review

MASTERINVEST Kapitalanlage held its Otis Worldwide (OTIS) position steady in Q1 2026 at 10,918 shares worth $842K. The position accounts for 0.09% of the portfolio, ranked #195.

MASTERINVEST Kapitalanlage first reported a position in OTIS in Q2 2025 and has held it in 4 quarters since. The position peaked at $961K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • MASTERINVEST Kapitalanlage held 10,918 shares of Otis Worldwide worth $842K as of Q1 2026.
  • MASTERINVEST Kapitalanlage left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.09% of MASTERINVEST Kapitalanlage's portfolio in Q1 2026, its #195 holding.
  • MASTERINVEST Kapitalanlage first reported a position in Otis Worldwide in Q2 2025 and has held it in 4 quarters since.
  • MASTERINVEST Kapitalanlage's Otis Worldwide position peaked at $961K in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on MASTERINVEST Kapitalanlage's 13F filing for Q1 2026, filed 5 May 2026.