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Ramirez Asset Management’s Otis Worldwide OTIS Stock Holding History

Ramirez 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 		$46.2K Sell
600
-500
-45% -$43.7K 0.01% 252
2025
Q4 		$96.1K Hold
1,100
– – 0.01% 245
2025
Q3 		$101K Sell
1,100
-1,921
-64% -$174K 0.01% 245
2025
Q2 		$299K Sell
3,021
-50
-2% -$4.83K 0.05% 182
2025
Q1 		$317K Sell
3,071
-50
-2% -$4.88K 0.07% 169
2024
Q4 		$289K Hold
3,121
– – 0.06% 189
2024
Q3 		$324K Hold
3,121
– – 0.06% 177
2024
Q2 		$300K Hold
3,121
– – 0.06% 180
2024
Q1 		$310K Hold
3,121
– – 0.06% 188
2023
Q4 		$279K Hold
3,121
– – 0.06% 204
2023
Q3 		$251K Buy
+3,121
New +$267K 0.05% 207

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

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

Ramirez Asset Management reduced its Otis Worldwide (OTIS) stake by 45% in Q1 2026, selling an estimated $43.7K and leaving 600 shares worth $46.2K. The position accounts for 0.01% of the portfolio, ranked #252.

Ramirez Asset Management first reported a position in OTIS in Q3 2023 and has held it in 11 quarters since. The position peaked at $324K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Ramirez Asset Management held 600 shares of Otis Worldwide worth $46.2K as of Q1 2026.
  • Ramirez Asset Management sold 500 Otis Worldwide shares in Q1 2026, an estimated $43.7K.
  • Otis Worldwide made up 0.01% of Ramirez Asset Management's portfolio in Q1 2026, its #252 holding.
  • Ramirez Asset Management first reported a position in Otis Worldwide in Q3 2023 and has held it in 11 quarters since.
  • Ramirez Asset Management's Otis Worldwide position peaked at $324K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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