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Ken Fisher’s OTIS Holdings & Trades

First Buy
Q2 2020
Duration Held
23 Quarters
Largest Add
Q2 2020
+2.14 M Shares
Current Position
624,003 Shares
$54.51 M Value

Ken Fisher's OTIS Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 624,003 shares of Otis Worldwide Corporation (OTIS) worth $54.51 M, representing 0.02% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 23 quarters.

Based on 13F filings, Ken Fisher has maintained a strategic position in OTIS, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 99,323 shares. Largest reduction occurred in Q3 2020, reducing 511,197 shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's Otis Worldwide Corporation (OTIS) Holding Value Over Time

Track share changes against reported price movement

Quarterly Otis Worldwide Corporation (OTIS) Trades by Ken Fisher

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -24,864 Reduce 3.83% 624,003 $87.35
Q3 2025 -37,831 Reduce 5.51% 648,867 $91.43
Q2 2025 -31,408 Reduce 4.37% 686,698 $99.02
Q1 2025 -168,737 Reduce 19.03% 718,106 $103.20
Q4 2024 -36,395 Reduce 3.94% 886,843 $92.61
Q3 2024 -176,261 Reduce 16.03% 923,238 $103.94
Q2 2024 +25,009 Add 2.33% 1.1 M $96.26
Q1 2024 -21,617 Reduce 1.97% 1.07 M $99.27
Q4 2023 -6,727 Reduce 0.61% 1.1 M $89.47
Q3 2023 -63,519 Reduce 5.45% 1.1 M $80.31
Q2 2023 +13,205 Add 1.15% 1.17 M $89.01
Q1 2023 +50,804 Add 4.61% 1.15 M $84.40
Q4 2022 +99,323 Add 9.90% 1.1 M $78.31
Q3 2022 -33,824 Reduce 3.26% 1 M $63.80
Q2 2022 -40,283 Reduce 3.74% 1.04 M $70.67
Q1 2022 -44,611 Reduce 3.98% 1.08 M $76.95
Q4 2021 -82,573 Reduce 6.86% 1.12 M $87.07
Q3 2021 -75,638 Reduce 5.91% 1.2 M $82.28
Q2 2021 -72,956 Reduce 5.39% 1.28 M $81.77
Q1 2021 -136,593 Reduce 9.17% 1.35 M $68.45
Q4 2020 -142,117 Reduce 8.71% 1.49 M $67.55
Q3 2020 -511,197 Reduce 23.86% 1.63 M $62.42
Q2 2020 +2.14 M New Buy 2.14 M $56.86

Ken Fisher's Otis Worldwide Corporation Investment FAQs

Ken Fisher first purchased Otis Worldwide Corporation (OTIS) in Q2 2020, acquiring 2,142,813 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held Otis Worldwide Corporation (OTIS) for 23 quarters since Q2 2020.

Ken Fisher's largest addition to Otis Worldwide Corporation (OTIS) was in Q2 2020, adding 2,142,813 shares worth $121.84 M.

According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 624,003 shares of Otis Worldwide Corporation (OTIS), valued at approximately $54.51 M.

As of the Q4 2025 filing, Otis Worldwide Corporation (OTIS) represents approximately 0.02% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.

Ken Fisher's peak holding in Otis Worldwide Corporation (OTIS) was 2,142,813 shares, as reported at the end of Q2 2020.