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Advisors Asset Management’s Otis Worldwide OTIS Stock Holding History

Advisors 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
Q2 		$692K Sell
9,665
-372
-4% -$27.8K 0.01% 920
2026
Q1 		$774K Sell
10,037
-2,773
-22% -$243K 0.01% 863
2025
Q4 		$1.12M Sell
12,810
-311
-2% -$27.8K 0.02% 765
2025
Q3 		$1.2M Buy
13,121
+2,408
+22% +$219K 0.02% 735
2025
Q2 		$1.06M Buy
10,713
+2,456
+30% +$237K 0.02% 762
2025
Q1 		$852K Sell
8,257
-488
-6% -$47.7K 0.02% 794
2024
Q4 		$810K Sell
8,745
-428
-5% -$42.9K 0.01% 799
2024
Q3 		$953K Buy
9,173
+318
+4% +$30.3K 0.02% 748
2024
Q2 		$852K Buy
8,855
+807
+10% +$77.8K 0.02% 767
2024
Q1 		$799K Buy
8,048
+1,934
+32% +$179K 0.02% 794
2023
Q4 		$547K Buy
6,114
+225
+4% +$18.7K 0.01% 870
2023
Q3 		$473K Buy
5,889
+1,300
+28% +$111K 0.01% 913
2023
Q2 		$408K Buy
4,589
+455
+11% +$38.3K 0.01% 987
2023
Q1 		$349K Sell
4,134
-191
-4% -$15.8K 0.01% 1012
2022
Q4 		$339K Buy
4,325
+218
+5% +$16.1K 0.01% 1025
2022
Q3 		$262K Sell
4,107
-16,404
-80% -$1.2M 0.01% 1085
2022
Q2 		$1.45M Buy
20,511
+494
+2% +$36.4K 0.03% 628
2022
Q1 		$1.54M Sell
20,017
-279
-1% -$22.3K 0.02% 671
2021
Q4 		$1.77M Sell
20,296
-1,057
-5% -$88.5K 0.03% 651
2021
Q3 		$1.76M Sell
21,353
-363
-2% -$31.9K 0.03% 629
2021
Q2 		$1.78M Buy
21,716
+6,244
+40% +$481K 0.02% 636
2021
Q1 		$1.06M Sell
15,472
-8,648
-36% -$565K 0.02% 804
2020
Q4 		$1.63M Sell
24,120
-7,899
-25% -$512K 0.03% 635
2020
Q3 		$2M Sell
32,019
-10,141
-24% -$620K 0.04% 470
2020
Q2 		$2.4M Buy
+42,160
New +$2.18M 0.05% 398

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Advisors Asset Management's OTIS Position: Q2 2026 in Review

Advisors Asset Management reduced its Otis Worldwide (OTIS) stake by 3.7% in Q2 2026, selling an estimated $27.8K and leaving 9,665 shares worth $692K. The position accounts for 0.01% of the portfolio, ranked #920.

Advisors Asset Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.4M in Q2 2020. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Advisors Asset Management held 9,665 shares of Otis Worldwide worth $692K as of Q2 2026.
  • Advisors Asset Management sold 372 Otis Worldwide shares in Q2 2026, an estimated $27.8K.
  • Otis Worldwide made up 0.01% of Advisors Asset Management's portfolio in Q2 2026, its #920 holding.
  • Advisors Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Advisors Asset Management's Otis Worldwide position peaked at $2.4M in Q2 2020.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.