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 Q2	$8.02M	Sell	111,583 -6,657	-6%	-$497K	0.04%	382
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Resona Asset Management reduced its Otis Worldwide (OTIS) stake by 5.6% in Q2 2026, selling an estimated $497K and leaving 111,583 shares worth $8.02M. The position accounts for 0.04% of the portfolio, ranked #382.

Resona Asset Management first reported a position in OTIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $14M in Q2 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Resona Asset Management held 111,583 shares of Otis Worldwide worth $8.02M as of Q2 2026.
Resona Asset Management sold 6,657 Otis Worldwide shares in Q2 2026, an estimated $497K.
Otis Worldwide made up 0.04% of Resona Asset Management's portfolio in Q2 2026, its #382 holding.
Resona Asset Management first reported a position in Otis Worldwide in Q1 2024 and has held it in 10 quarters since.
Resona Asset Management's Otis Worldwide position peaked at $14M in Q2 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Resona Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.