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AIA Group’s Otis Worldwide OTIS Stock Holding History

AIA Group’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
-41,260
Closed -$3.18M – 353
2026
Q1 		$3.18M Sell
41,260
-3,753
-8% -$328K 0.05% 193
2025
Q4 		$3.93M Buy
+45,013
New +$4.03M 0.06% 176
2022
Q2 		– Sell
-986
Closed -$76K – 527
2022
Q1 		$76K Buy
986
+397
+67% +$31.7K ﹤0.01% 492
2021
Q4 		$51K Buy
+589
New +$49.3K ﹤0.01% 475

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AIA Group's OTIS Position: Q2 2026 in Review

AIA Group sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 41,260 shares — an estimated $3.18M sold.

AIA Group first reported a position in OTIS in Q4 2021 and held it in 4 quarters. The position peaked at $3.93M in Q4 2025. 682 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • AIA Group reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • AIA Group sold 41,260 Otis Worldwide shares in Q2 2026, an estimated $3.18M.
  • AIA Group first reported a position in Otis Worldwide in Q4 2021 and held it in 4 quarters.
  • AIA Group's Otis Worldwide position peaked at $3.93M in Q4 2025.
  • 682 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on AIA Group's 13F filing for Q2 2026, filed 31 Jul 2026.