Oppenheimer Asset Management’s Otis Worldwide OTIS Stock Holding History

Oppenheimer 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	$549K	Buy	+7,118	New	+$623K	0.01%	856
2022 Q4	–	Sell	-3,124	Closed	-$200K	–	1170
2022 Q3	$200K	Sell	3,124 -110	-3%	-$8.05K	﹤0.01%	1054
2022 Q2	$229K	Buy	3,234 +62	+2%	+$4.57K	﹤0.01%	1035
2022 Q1	$244K	Buy	3,172 +98	+3%	+$7.83K	﹤0.01%	1075
2021 Q4	$267K	Sell	3,074 -613	-17%	-$51.3K	﹤0.01%	1106
2021 Q3	$304K	Sell	3,687 -17	-0.5%	-$1.5K	﹤0.01%	1052
2021 Q2	$304K	Sell	3,704 -2,497	-40%	-$192K	﹤0.01%	1053
2021 Q1	$424K	Buy	6,201 +793	+15%	+$51.8K	0.01%	958
2020 Q4	$365K	Buy	5,408 +73	+1%	+$4.74K	0.01%	950
2020 Q3	$333K	Sell	5,335 -606	-10%	-$37.1K	0.01%	908
2020 Q2	$337K	Buy	+5,941	New	+$308K	0.01%	906

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Oppenheimer Asset Management opened a new position in Otis Worldwide (OTIS) in Q1 2026: 7,118 shares worth $549K. The stake represents 0.01% of the portfolio and ranks #856 among its holdings. This is a return to the name: Oppenheimer Asset Management previously reported a position in OTIS as recently as Q3 2022.

Oppenheimer Asset Management first reported a position in OTIS in Q2 2020 and has held it in 11 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Oppenheimer Asset Management held 7,118 shares of Otis Worldwide worth $549K as of Q1 2026.
Otis Worldwide was a new Oppenheimer Asset Management position in Q1 2026.
Otis Worldwide made up 0.01% of Oppenheimer Asset Management's portfolio in Q1 2026, its #856 holding.
Oppenheimer Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 11 quarters since.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.