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AE Wealth Management’s Otis Worldwide OTIS Stock Holding History

AE Wealth 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 		– Sell
-3,115
Closed -$240K – 2744
2026
Q1 		$240K Buy
3,115
+320
+11% +$28K ﹤0.01% 1514
2025
Q4 		$244K Sell
2,795
-154
-5% -$13.8K ﹤0.01% 1418
2025
Q3 		$270K Sell
2,949
-896
-23% -$81.3K ﹤0.01% 1237
2025
Q2 		$381K Buy
3,845
+433
+13% +$41.8K ﹤0.01% 1020
2025
Q1 		$352K Buy
3,412
+434
+15% +$42.4K ﹤0.01% 1030
2024
Q4 		$276K Buy
2,978
+1,004
+51% +$101K ﹤0.01% 1136
2024
Q3 		$205K Sell
1,974
-974
-33% -$92.8K ﹤0.01% 1175
2024
Q2 		$284K Buy
+2,948
New +$284K ﹤0.01% 1049
2024
Q1 		– Sell
-7,607
Closed -$674K – 1732
2023
Q4 		$674K Sell
7,607
-3,471
-31% -$289K ﹤0.01% 1299
2023
Q3 		$890K Buy
11,078
+1,476
+15% +$126K 0.01% 1141
2023
Q2 		$855K Buy
9,602
+220
+2% +$18.5K 0.01% 1149
2023
Q1 		$792K Buy
9,382
+611
+7% +$50.6K 0.01% 1142
2022
Q4 		$687K Sell
8,771
-90
-1% -$6.64K 0.01% 1146
2022
Q3 		$565K Buy
8,861
+270
+3% +$19.8K ﹤0.01% 1189
2022
Q2 		$607K Sell
8,591
-206
-2% -$15.2K ﹤0.01% 1102
2022
Q1 		$677K Buy
8,797
+1,018
+13% +$81.4K ﹤0.01% 1078
2021
Q4 		$677K Sell
7,779
-2,120
-21% -$177K ﹤0.01% 1127
2021
Q3 		$814K Sell
9,899
-108
-1% -$9.5K 0.01% 940
2021
Q2 		$818K Sell
10,007
-4,381
-30% -$337K 0.01% 911
2021
Q1 		$985K Buy
14,388
+4,679
+48% +$306K 0.01% 773
2020
Q4 		$656K Sell
9,709
-377
-4% -$24.5K 0.01% 867
2020
Q3 		$630K Sell
10,086
-687
-6% -$42K 0.01% 787
2020
Q2 		$613K Buy
+10,773
New +$558K 0.01% 785

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

AE Wealth Management's OTIS Position: Q2 2026 in Review

AE Wealth Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 3,115 shares — an estimated $240K sold.

AE Wealth Management first reported a position in OTIS in Q2 2020 and held it in 23 quarters. The position peaked at $985K in Q1 2021. 1,220 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • AE Wealth Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 3,115 Otis Worldwide shares in Q2 2026, an estimated $240K.
  • AE Wealth Management first reported a position in Otis Worldwide in Q2 2020 and held it in 23 quarters.
  • AE Wealth Management's Otis Worldwide position peaked at $985K in Q1 2021.
  • 1,220 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.