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Nissay Asset Management’s Otis Worldwide OTIS Stock Holding History

Nissay 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 		$3.89M Buy
50,407
+385
+0.8% +$33.7K 0.02% 364
2025
Q4 		$4.37M Buy
50,022
+349
+0.7% +$31.2K 0.02% 348
2025
Q3 		$4.54M Buy
49,673
+387
+0.8% +$35.1K 0.03% 333
2025
Q2 		$4.88M Buy
49,286
+741
+2% +$71.5K 0.03% 326
2025
Q1 		$5.01M Buy
48,545
+486
+1% +$47.5K 0.03% 318
2024
Q4 		$4.49M Sell
48,059
-77
-0.2% -$7.72K 0.03% 331
2024
Q3 		$5M Sell
48,136
-4,460
-8% -$425K 0.03% 316
2024
Q2 		$5.06M Buy
52,596
+843
+2% +$81.2K 0.03% 300
2024
Q1 		$5.14M Sell
51,753
-273,175
-84% -$25.2M 0.04% 303
2023
Q4 		$29.1M Buy
324,928
+39,154
+14% +$3.26M 0.23% 68
2023
Q3 		$23M Sell
285,774
-466,148
-62% -$39.9M 0.2% 70
2023
Q2 		$66.9M Sell
751,922
-34,637
-4% -$2.92M 0.58% 31
2023
Q1 		$66.4M Sell
786,559
-53,199
-6% -$4.4M 0.59% 30
2022
Q4 		$65.8M Buy
839,758
+374,328
+80% +$27.6M 0.63% 26
2022
Q3 		$29.7M Sell
465,430
-453,015
-49% -$33.1M 0.31% 60
2022
Q2 		$64.9M Buy
918,445
+289,950
+46% +$21.4M 0.65% 29
2022
Q1 		$48.4M Sell
628,495
-148,576
-19% -$11.9M 0.42% 43
2021
Q4 		$67.7M Sell
777,071
-7,623
-1% -$638K 0.52% 35
2021
Q3 		$64.6M Sell
784,694
-6,430
-0.8% -$565K 0.55% 31
2021
Q2 		$64.7M Buy
791,124
+298,960
+61% +$23M 0.57% 28
2021
Q1 		$33.7M Buy
492,164
+440,878
+860% +$28.8M 0.33% 48
2020
Q4 		$3.46M Buy
51,286
+187
+0.4% +$12.1K 0.05% 278
2020
Q3 		$3.19M Sell
51,099
-5,892
-10% -$360K 0.05% 257
2020
Q2 		$3.24M Buy
+56,991
New +$2.95M 0.06% 273

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

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

Nissay Asset Management increased its Otis Worldwide (OTIS) stake by 0.77% in Q1 2026, buying an estimated $33.7K and bringing the position to 50,407 shares worth $3.89M. The position accounts for 0.02% of the portfolio, ranked #364.

Nissay Asset Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $67.7M in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Nissay Asset Management held 50,407 shares of Otis Worldwide worth $3.89M as of Q1 2026.
  • Nissay Asset Management bought 385 Otis Worldwide shares in Q1 2026, an estimated $33.7K.
  • Otis Worldwide made up 0.02% of Nissay Asset Management's portfolio in Q1 2026, its #364 holding.
  • Nissay Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Nissay Asset Management's Otis Worldwide position peaked at $67.7M in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Nissay Asset Management's 13F filing for Q1 2026, filed 15 May 2026.