Royal London Asset Management
OTIS icon

Royal London Asset Management’s Otis Worldwide OTIS Stock Holding History

Royal London 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 		$14.8M Buy
192,199
+1,086
+0.6% +$95K 0.03% 385
2025
Q4 		$16.7M Sell
191,113
-572
-0.3% -$51.2K 0.04% 360
2025
Q3 		$17.5M Sell
191,685
-6,114
-3% -$555K 0.04% 344
2025
Q2 		$19.6M Sell
197,799
-31,400
-14% -$3.03M 0.04% 323
2025
Q1 		$23.7M Buy
229,199
+20,793
+10% +$2.03M 0.06% 275
2024
Q4 		$19.3M Buy
208,406
+7,151
+4% +$717K 0.05% 303
2024
Q3 		$20.9M Buy
201,255
+3,635
+2% +$346K 0.05% 286
2024
Q2 		$19M Buy
197,620
+14,866
+8% +$1.43M 0.05% 283
2024
Q1 		$18.1M Buy
182,754
+2,053
+1% +$190K 0.05% 292
2023
Q4 		$16.2M Buy
180,701
+2,715
+2% +$226K 0.05% 296
2023
Q3 		$14.3M Buy
177,986
+10,527
+6% +$900K 0.05% 295
2023
Q2 		$14.9M Buy
167,459
+8,779
+6% +$740K 0.05% 290
2023
Q1 		$13.4M Buy
158,680
+437
+0.3% +$36.2K 0.05% 276
2022
Q4 		$12.4M Buy
158,243
+1,272
+0.8% +$93.9K 0.06% 280
2022
Q3 		$10M Hold
156,971
– – 0.05% 307
2022
Q2 		$11.1M Buy
156,971
+1,414
+0.9% +$104K 0.05% 280
2022
Q1 		$12M Hold
155,557
– – 0.05% 297
2021
Q4 		$13.5M Sell
155,557
-1,292
-0.8% -$108K 0.05% 279
2021
Q3 		$12.9M Buy
156,849
+968
+0.6% +$85.1K 0.05% 281
2021
Q2 		$12.7M Hold
155,881
– – 0.05% 290
2021
Q1 		$10.7M Buy
155,881
+3,169
+2% +$207K 0.05% 300
2020
Q4 		$10.3M Sell
152,712
-3,874
-2% -$251K 0.05% 284
2020
Q3 		$9.77M Sell
156,586
-3,689
-2% -$226K 0.06% 258
2020
Q2 		$9.07M Buy
+160,275
New +$8.3M 0.06% 265

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

Royal London Asset Management's OTIS Position: Q1 2026 in Review

Royal London Asset Management increased its Otis Worldwide (OTIS) stake by 0.57% in Q1 2026, buying an estimated $95K and bringing the position to 192,199 shares worth $14.8M. The position accounts for 0.03% of the portfolio, ranked #385.

Royal London Asset Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $23.7M in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Royal London Asset Management held 192,199 shares of Otis Worldwide worth $14.8M as of Q1 2026.
  • Royal London Asset Management bought 1,086 Otis Worldwide shares in Q1 2026, an estimated $95K.
  • Otis Worldwide made up 0.03% of Royal London Asset Management's portfolio in Q1 2026, its #385 holding.
  • Royal London Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Royal London Asset Management's Otis Worldwide position peaked at $23.7M in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Royal London Asset Management's 13F filing for Q1 2026, filed 1 May 2026.