Reflection Asset Management’s Otis Worldwide OTIS Stock Holding History

Reflection 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
2025 Q4	$33.5K	Buy	+384	New	+$34.4K	0.02%	296

Other funds holding OTIS

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Reflection Asset Management's OTIS Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Otis Worldwide (OTIS) in Q4 2025: 384 shares worth $33.5K. The stake represents 0.02% of the portfolio and ranks #296 among its holdings.

1,310 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Reflection Asset Management held 384 shares of Otis Worldwide worth $33.5K as of Q4 2025.
Otis Worldwide was a new Reflection Asset Management position in Q4 2025.
Otis Worldwide made up 0.02% of Reflection Asset Management's portfolio in Q4 2025, its #296 holding.
1,310 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.