Siemens Fonds Invest’s Otis Worldwide OTIS Stock Holding History

Siemens Fonds Invest’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	$428K	Hold	5,558	–	–	0.02%	346
2025 Q4	$489K	Hold	5,558	–	–	0.03%	332
2025 Q3	$508K	Sell	5,558 -8	-0.1%	-$726	0.03%	313
2025 Q2	$551K	Buy	5,566 +833	+18%	+$80.4K	0.03%	305
2025 Q1	$488K	Buy	4,733 +296	+7%	+$28.9K	0.03%	284
2024 Q4	$411K	Sell	4,437 -129	-3%	-$12.9K	0.03%	323
2024 Q3	$475K	Sell	4,566 -31	-0.7%	-$2.95K	0.04%	281
2024 Q2	$443K	Buy	4,597 +269	+6%	+$25.9K	0.03%	297
2024 Q1	$430K	Sell	4,328 -245	-5%	-$22.6K	0.03%	313
2023 Q4	$409K	Buy	4,573 +1,060	+30%	+$88.1K	0.03%	303
2023 Q3	$282K	Hold	3,513	–	–	0.03%	320
2023 Q2	$311K	Hold	3,513	–	–	0.03%	310
2023 Q1	$296K	Sell	3,513 -69	-2%	-$5.71K	0.03%	309
2022 Q4	$281K	Sell	3,582 -611	-15%	-$45.1K	0.03%	316
2022 Q3	$268K	Sell	4,193 -276	-6%	-$20.2K	0.03%	331
2022 Q2	$316K	Hold	4,469	–	–	0.03%	317
2022 Q1	$344K	Hold	4,469	–	–	0.03%	329
2021 Q4	$386K	Buy	4,469 +53	+1%	+$4.44K	0.03%	321
2021 Q3	$363K	Buy	+4,416	New	+$388K	0.02%	310

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

Siemens Fonds Invest's OTIS Position: Q1 2026 in Review

Siemens Fonds Invest held its Otis Worldwide (OTIS) position steady in Q1 2026 at 5,558 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #346.

Siemens Fonds Invest first reported a position in OTIS in Q3 2021 and has held it in 19 quarters since. The position peaked at $551K in Q2 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Siemens Fonds Invest held 5,558 shares of Otis Worldwide worth $428K as of Q1 2026.
Siemens Fonds Invest left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.02% of Siemens Fonds Invest's portfolio in Q1 2026, its #346 holding.
Siemens Fonds Invest first reported a position in Otis Worldwide in Q3 2021 and has held it in 19 quarters since.
Siemens Fonds Invest's Otis Worldwide position peaked at $551K in Q2 2025.
1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Siemens Fonds Invest's 13F filing for Q1 2026, filed 15 May 2026.