Resona Asset Management’s Otis Worldwide OTIS Stock Holding History

Resona 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	$9.1M	Sell	118,240 -653	-0.5%	-$57.1K	0.05%	346
2025 Q4	$10.4M	Sell	118,893 -5,290	-4%	-$473K	0.05%	310
2025 Q3	$11.4M	Sell	124,183 -17,351	-12%	-$1.58M	0.05%	303
2025 Q2	$14M	Buy	141,534 +17,701	+14%	+$1.71M	0.07%	270
2025 Q1	$12.8M	Buy	123,833 +7,317	+6%	+$715K	0.07%	255
2024 Q4	$10.8M	Sell	116,516 -5,688	-5%	-$570K	0.06%	271
2024 Q3	$12.7M	Sell	122,204 -1,367	-1%	-$130K	0.07%	251
2024 Q2	$11.9M	Sell	123,571 -15,062	-11%	-$1.45M	0.07%	256
2024 Q1	$13.8M	Buy	+138,633	New	+$12.8M	0.08%	244

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Resona Asset Management reduced its Otis Worldwide (OTIS) stake by 0.55% in Q1 2026, selling an estimated $57.1K and leaving 118,240 shares worth $9.1M. The position accounts for 0.05% of the portfolio, ranked #346.

Resona Asset Management first reported a position in OTIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $14M in Q2 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Resona Asset Management held 118,240 shares of Otis Worldwide worth $9.1M as of Q1 2026.
Resona Asset Management sold 653 Otis Worldwide shares in Q1 2026, an estimated $57.1K.
Otis Worldwide made up 0.05% of Resona Asset Management's portfolio in Q1 2026, its #346 holding.
Resona Asset Management first reported a position in Otis Worldwide in Q1 2024 and has held it in 9 quarters since.
Resona Asset Management's Otis Worldwide position peaked at $14M in Q2 2025.
1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Resona Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.