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OP Asset Management’s Otis Worldwide OTIS Stock Holding History

OP 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
Q2 		$3.73M Buy
52,136
+2,066
+4% +$154K 0.04% 318
2026
Q1 		$3.86M Sell
50,070
-2,000
-4% -$175K 0.03% 300
2025
Q4 		$4.55M Buy
52,070
+7,247
+16% +$648K 0.06% 245
2025
Q3 		$4.1M Buy
44,823
+1,158
+3% +$105K 0.05% 268
2025
Q2 		$4.32M Sell
43,665
-169
-0.4% -$16.3K 0.06% 248
2025
Q1 		$4.52M Buy
+43,834
New +$4.28M 0.08% 224

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

OP Asset Management's OTIS Position: Q2 2026 in Review

OP Asset Management increased its Otis Worldwide (OTIS) stake by 4.1% in Q2 2026, buying an estimated $154K and bringing the position to 52,136 shares worth $3.73M. The position accounts for 0.04% of the portfolio, ranked #318.

OP Asset Management first reported a position in OTIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.55M in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • OP Asset Management held 52,136 shares of Otis Worldwide worth $3.73M as of Q2 2026.
  • OP Asset Management bought 2,066 Otis Worldwide shares in Q2 2026, an estimated $154K.
  • Otis Worldwide made up 0.04% of OP Asset Management's portfolio in Q2 2026, its #318 holding.
  • OP Asset Management first reported a position in Otis Worldwide in Q1 2025 and has held it in 6 quarters since.
  • OP Asset Management's Otis Worldwide position peaked at $4.55M in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.