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Meeder Asset Management’s Otis Worldwide OTIS Stock Holding History

Meeder 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 		$11.2K Sell
145
-39
-21% -$3.41K ﹤0.01% 672
2025
Q4 		$16.1K Buy
184
+126
+217% +$11.3K ﹤0.01% 575
2025
Q3 		$5.3K Buy
58
+2
+4% +$182 ﹤0.01% 659
2025
Q2 		$5.54K Sell
56
-98
-64% -$9.46K ﹤0.01% 703
2025
Q1 		$15.9K Sell
154
-95
-38% -$9.28K ﹤0.01% 575
2024
Q4 		$23.1K Buy
249
+178
+251% +$17.9K ﹤0.01% 500
2024
Q3 		$7.38K Sell
71
-199
-74% -$19K ﹤0.01% 680
2024
Q2 		$26K Buy
270
+196
+265% +$18.9K ﹤0.01% 460
2024
Q1 		$7.35K Buy
+74
New +$6.84K ﹤0.01% 591
2022
Q4 		– Sell
-5,216
Closed -$333K – 1622
2022
Q3 		$333K Buy
5,216
+454
+10% +$33.2K 0.02% 463
2022
Q2 		$336K Buy
4,762
+1,055
+28% +$77.7K 0.02% 480
2022
Q1 		$285K Buy
+3,707
New +$296K 0.01% 579
2021
Q4 		– Sell
-2,924
Closed -$241K – 1986
2021
Q3 		$241K Buy
2,924
+612
+26% +$53.8K 0.01% 668
2021
Q2 		$189K Buy
2,312
+478
+26% +$36.8K 0.01% 742
2021
Q1 		$126K Sell
1,834
-131
-7% -$8.56K 0.01% 855
2020
Q4 		$133K Buy
1,965
+745
+61% +$48.3K 0.03% 373
2020
Q3 		$76K Sell
1,220
-271
-18% -$16.6K ﹤0.01% 859
2020
Q2 		$85K Buy
+1,491
New +$77.3K 0.01% 795

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

Meeder Asset Management's OTIS Position: Q1 2026 in Review

Meeder Asset Management reduced its Otis Worldwide (OTIS) stake by 21% in Q1 2026, selling an estimated $3.41K and leaving 145 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Meeder Asset Management first reported a position in OTIS in Q2 2020 and has held it in 18 quarters since. The position peaked at $336K in Q2 2022. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Meeder Asset Management held 145 shares of Otis Worldwide worth $11.2K as of Q1 2026.
  • Meeder Asset Management sold 39 Otis Worldwide shares in Q1 2026, an estimated $3.41K.
  • Otis Worldwide made up ﹤0.01% of Meeder Asset Management's portfolio in Q1 2026, its #672 holding.
  • Meeder Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 18 quarters since.
  • Meeder Asset Management's Otis Worldwide position peaked at $336K in Q2 2022.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Meeder Asset Management's 13F filing for Q1 2026, filed 7 May 2026.