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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
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% 869
2023
Q3 		$473K Buy
5,889
+1,300
+28% +$111K 0.01% 912
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% 1011
2022
Q4 		$339K Buy
4,325
+218
+5% +$16.1K 0.01% 1024
2022
Q3 		$262K Sell
4,107
-16,404
-80% -$1.2M 0.01% 1083
2022
Q2 		$1.45M Buy
20,511
+494
+2% +$36.4K 0.03% 625
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% 628
2021
Q2 		$1.78M Buy
21,716
+6,244
+40% +$481K 0.03% 634
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% 633
2020
Q3 		$2M Sell
32,019
-10,136
-24% -$620K 0.04% 470
2020
Q2 		$2.4M Buy
+42,155
New +$2.18M 0.05% 398

Other funds holding OTIS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Advisors Asset Management's OTIS Position: Q1 2026 in Review

Advisors Asset Management reduced its Otis Worldwide (OTIS) stake by 22% in Q1 2026, selling an estimated $243K and leaving 10,037 shares worth $774K. The position accounts for 0.01% of the portfolio, ranked #863.

Advisors Asset Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.4M in Q2 2020. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Advisors Asset Management held 10,037 shares of Otis Worldwide worth $774K as of Q1 2026.
  • Advisors Asset Management sold 2,773 Otis Worldwide shares in Q1 2026, an estimated $243K.
  • Otis Worldwide made up 0.01% of Advisors Asset Management's portfolio in Q1 2026, its #863 holding.
  • Advisors Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Advisors Asset Management's Otis Worldwide position peaked at $2.4M in Q2 2020.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.