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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
Q2 		$80.3K Buy
1,122
+10
+0.9% +$747 0.06% 197
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 $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

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

Parvin Asset Management increased its Otis Worldwide (OTIS) stake by 0.9% in Q2 2026, buying an estimated $747 and bringing the position to 1,122 shares worth $80.3K. The position accounts for 0.06% of the portfolio, ranked #197.

Parvin Asset Management first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $115K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Parvin Asset Management held 1,122 shares of Otis Worldwide worth $80.3K as of Q2 2026.
  • Parvin Asset Management bought 10 Otis Worldwide shares in Q2 2026, an estimated $747.
  • Otis Worldwide made up 0.06% of Parvin Asset Management's portfolio in Q2 2026, its #197 holding.
  • Parvin Asset Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • Parvin Asset Management's Otis Worldwide position peaked at $115K in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Parvin Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.