Tokio Marine Asset Management’s Otis Worldwide OTIS Stock Holding History

Tokio Marine 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	$982K	Hold	12,734	–	–	0.04%	362
2025 Q4	$1.11M	Hold	12,734	–	–	0.04%	330
2025 Q3	$1.16M	Buy	12,734 +989	+8%	+$89.8K	0.04%	309
2025 Q2	$1.16M	Buy	11,745 +1,460	+14%	+$141K	0.04%	297
2025 Q1	$1.06M	Buy	10,285 +292	+3%	+$28.5K	0.04%	312
2024 Q4	$925K	Hold	9,993	–	–	0.03%	342
2024 Q3	$1.04M	Buy	9,993 +314	+3%	+$29.9K	0.05%	289
2024 Q2	$932K	Buy	9,679 +1,613	+20%	+$155K	0.04%	284
2024 Q1	$801K	Buy	8,066 +75	+0.9%	+$6.93K	0.04%	312
2023 Q4	$715K	Buy	7,991 +519	+7%	+$43.2K	0.04%	313
2023 Q3	$600K	Buy	7,472 +291	+4%	+$24.9K	0.04%	319
2023 Q2	$639K	Sell	7,181 -58	-0.8%	-$4.89K	0.04%	302
2023 Q1	$611K	Buy	7,239 +1,305	+22%	+$108K	0.04%	292
2022 Q4	$465K	Buy	5,934 +149	+3%	+$11K	0.04%	322
2022 Q3	$369K	Buy	5,785 +429	+8%	+$31.4K	0.03%	337
2022 Q2	$379K	Buy	5,356 +866	+19%	+$63.8K	0.03%	310
2022 Q1	$346K	Buy	4,490 +957	+27%	+$76.5K	0.03%	347
2021 Q4	$308K	Buy	3,533 +135	+4%	+$11.3K	0.02%	358
2021 Q3	$280K	Buy	3,398 +430	+14%	+$37.8K	0.02%	358
2021 Q2	$243K	Buy	+2,968	New	+$228K	0.02%	373

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

Tokio Marine Asset Management's OTIS Position: Q1 2026 in Review

Tokio Marine Asset Management held its Otis Worldwide (OTIS) position steady in Q1 2026 at 12,734 shares worth $982K. The position accounts for 0.04% of the portfolio, ranked #362.

Tokio Marine Asset Management first reported a position in OTIS in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.16M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Tokio Marine Asset Management held 12,734 shares of Otis Worldwide worth $982K as of Q1 2026.
Tokio Marine Asset Management left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.04% of Tokio Marine Asset Management's portfolio in Q1 2026, its #362 holding.
Tokio Marine Asset Management first reported a position in Otis Worldwide in Q2 2021 and has held it in 20 quarters since.
Tokio Marine Asset Management's Otis Worldwide position peaked at $1.16M in Q3 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Tokio Marine Asset Management's 13F filing for Q1 2026, filed 13 May 2026.