오티스 월드와이드 코퍼레이션
DE ˙ XTRA ˙ US68902V1070
€59.36 ↓ -0.92 (-1.53%)
2026-06-04
주가
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionVestmark Advisory Solutions, Inc.
Latest Disclosed Ownership4,022 shares
Latest Disclosed Value $ 310,072
Vestmark Advisory Solutions, Inc. ownership in 4PG / Otis Worldwide Corporation

On May 15, 2026 - Vestmark Advisory Solutions, Inc. filed a 13F-HR form disclosing ownership of 4,022 shares of Otis Worldwide Corporation (DE:4PG) valued at $264,648 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 13, 2025 disclosing 0 shares of Otis Worldwide Corporation. The current value of the position is $238,746 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 4,022 4,022 310 0.0021
2025-05-13 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 0 -2,275 -100.00 0 -100.00
2025-02-06 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 2,275 -19 -0.83 211 -11.76 0.0073
2024-11-14 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 2,294 -638 -21.76 238 -15.60 0.0089
2024-08-12 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 2,932 -51 -1.71 282 -4.73 0.0118
2024-05-15 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 2,983 -44 -1.45 296 9.63 0.0128
2024-02-06 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 3,027 -59 -1.91 271 9.31 0.0138
2023-11-06 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 3,086 -5,552 -64.27 248 -67.84 0.0180
2023-08-07 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 8,638 2,249 35.20 769 42.49 0.0293
2023-05-09 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 6,389 170 2.73 539 10.68 0.0234
2023-01-20 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 6,219 -4,052 -39.45 487 -25.65 0.0237
2022-11-03 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 10,271 -452 -4.22 655 -13.59 0.0365
2022-08-04 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 10,723 2,787 35.12 758 24.06 0.0433
2022-04-27 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 7,936 -404 -4.84 611 -15.84 0.0346
2022-01-31 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 8,340 307 3.82 726 9.83 0.0410
2021-11-15 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 8,033 -330 -3.95 661 -3.36 0.0448
2021-08-09 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 8,363 -2,431 -22.52 684 -7.44 0.0487
2021-05-10 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 10,794 2,584 31.47 739 33.15 0.0656
2021-02-04 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 8,210 -420 -4.87 555 2.97 0.0623
2020-10-19 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 8,630 809 10.34 539 21.12 0.0724
2020-08-13 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 7,821 7,821 445 0.0689
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.