RIM
OTIS icon

Rakuten Investment Management’s Otis Worldwide OTIS Stock Holding History

Rakuten Investment 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 		$4.46M Buy
58,430
+6,395
+12% +$560K 0.01% 274
2025
Q4 		$4.58M Buy
52,035
+51,699
+15,387% +$4.63M 0.02% 292
2025
Q3 		$2.72M Buy
+336
New +$30.5K 0.01% 357
2025
Q1 		$3.71M Buy
+36,323
New +$3.55M 0.02% 262
2024
Q3 		$2.39M Buy
22,925
+5,694
+33% +$542K 0.01% 209
2024
Q2 		$1.65M Buy
17,231
+5,981
+53% +$576K 0.01% 214
2024
Q1 		$1.12M Buy
11,250
+9,922
+747% +$917K 0.01% 208
2023
Q4 		$119K Buy
+1,328
New +$110K ﹤0.01% 158

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

Rakuten Investment Management's OTIS Position: Q1 2026 in Review

Rakuten Investment Management increased its Otis Worldwide (OTIS) stake by 12% in Q1 2026, buying an estimated $560K and bringing the position to 58,430 shares worth $4.46M. The position accounts for 0.01% of the portfolio, ranked #274.

Rakuten Investment Management first reported a position in OTIS in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.58M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Rakuten Investment Management held 58,430 shares of Otis Worldwide worth $4.46M as of Q1 2026.
  • Rakuten Investment Management bought 6,395 Otis Worldwide shares in Q1 2026, an estimated $560K.
  • Otis Worldwide made up 0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #274 holding.
  • Rakuten Investment Management first reported a position in Otis Worldwide in Q4 2023 and has held it in 8 quarters since.
  • Rakuten Investment Management's Otis Worldwide position peaked at $4.58M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.