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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
Q1 		$3.86M Sell
50,070
-2,000
-4% -$175K 0.04% 295
2025
Q4 		$4.55M Buy
52,070
+7,247
+16% +$648K 0.05% 252
2025
Q3 		$4.1M Buy
44,823
+1,158
+3% +$105K 0.05% 279
2025
Q2 		$4.32M Sell
43,665
-169
-0.4% -$16.3K 0.06% 261
2025
Q1 		$4.52M Buy
+43,834
New +$4.28M 0.07% 233

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

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

OP Asset Management reduced its Otis Worldwide (OTIS) stake by 3.8% in Q1 2026, selling an estimated $175K and leaving 50,070 shares worth $3.86M. The position accounts for 0.04% of the portfolio, ranked #295.

OP Asset Management first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.55M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • OP Asset Management held 50,070 shares of Otis Worldwide worth $3.86M as of Q1 2026.
  • OP Asset Management sold 2,000 Otis Worldwide shares in Q1 2026, an estimated $175K.
  • Otis Worldwide made up 0.04% of OP Asset Management's portfolio in Q1 2026, its #295 holding.
  • OP Asset Management first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
  • OP Asset Management's Otis Worldwide position peaked at $4.55M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on OP Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.