OAM
OTIS icon

Ostrum Asset Management’s Otis Worldwide OTIS Stock Holding History

Ostrum 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 		$584K Sell
7,580
-3,686
-33% -$322K 0.03% 296
2025
Q4 		$984K Sell
11,266
-3,733
-25% -$334K 0.05% 278
2025
Q3 		$1.37M Buy
14,999
+8,627
+135% +$783K 0.06% 250
2025
Q2 		$631K Sell
6,372
-183
-3% -$17.7K 0.03% 377
2025
Q1 		$676K Sell
6,555
-174
-3% -$17K 0.04% 366
2024
Q4 		$623K Buy
6,729
+3,164
+89% +$317K 0.05% 373
2024
Q3 		$371K Buy
3,565
+44
+1% +$4.19K 0.03% 426
2024
Q2 		$339K Sell
3,521
-3,377
-49% -$325K 0.03% 434
2024
Q1 		$685K Hold
6,898
– – 0.05% 402
2023
Q4 		$617K Sell
6,898
-8,128
-54% -$676K 0.05% 386
2023
Q3 		$1.21M Buy
15,026
+5,655
+60% +$484K 0.11% 273
2023
Q2 		$834K Buy
9,371
+8
+0.1% +$674 0.07% 355
2023
Q1 		$790K Buy
+9,363
New +$775K 0.07% 361

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

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

Ostrum Asset Management reduced its Otis Worldwide (OTIS) stake by 33% in Q1 2026, selling an estimated $322K and leaving 7,580 shares worth $584K. The position accounts for 0.03% of the portfolio, ranked #296.

Ostrum Asset Management first reported a position in OTIS in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.37M in Q3 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Ostrum Asset Management held 7,580 shares of Otis Worldwide worth $584K as of Q1 2026.
  • Ostrum Asset Management sold 3,686 Otis Worldwide shares in Q1 2026, an estimated $322K.
  • Otis Worldwide made up 0.03% of Ostrum Asset Management's portfolio in Q1 2026, its #296 holding.
  • Ostrum Asset Management first reported a position in Otis Worldwide in Q1 2023 and has held it in 13 quarters since.
  • Ostrum Asset Management's Otis Worldwide position peaked at $1.37M in Q3 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.