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Parvin Asset Management’s Otis Worldwide OTIS Stock Holding History

Parvin 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 		$85.7K Hold
1,112
– – 0.06% 183
2025
Q4 		$97.1K Hold
1,112
– – 0.08% 164
2025
Q3 		$102K Hold
1,112
– – 0.09% 156
2025
Q2 		$110K Hold
1,112
– – 0.11% 146
2025
Q1 		$115K Hold
1,112
– – 0.13% 141
2024
Q4 		$103K Buy
+1,112
New +$112K 0.11% 148

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

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

Parvin Asset Management held its Otis Worldwide (OTIS) position steady in Q1 2026 at 1,112 shares worth $85.7K. The position accounts for 0.06% of the portfolio, ranked #183.

Parvin Asset Management first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $115K in Q1 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Parvin Asset Management held 1,112 shares of Otis Worldwide worth $85.7K as of Q1 2026.
  • Parvin Asset Management left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.06% of Parvin Asset Management's portfolio in Q1 2026, its #183 holding.
  • Parvin Asset Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • Parvin Asset Management's Otis Worldwide position peaked at $115K in Q1 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Parvin Asset Management's 13F filing for Q1 2026, filed 18 May 2026.