AllianceBernstein
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AllianceBernstein’s Otis Worldwide OTIS Stock Holding History

AllianceBernstein’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 		$334M Sell
3,825,492
-11,360,666
-75% -$994M 0.11% 152
2025
Q4 		$1.33B Sell
15,186,158
-1,751,879
-10% -$157M 0.42% 42
2025
Q3 		$1.55B Sell
16,938,037
-2,440,723
-13% -$222M 0.49% 36
2025
Q2 		$1.92B Buy
19,378,760
+603,860
+3% +$58.3M 0.63% 26
2025
Q1 		$1.94B Sell
18,774,900
-1,002,677
-5% -$98M 0.7% 20
2024
Q4 		$1.83B Sell
19,777,577
-1,766,664
-8% -$177M 0.62% 23
2024
Q3 		$2.24B Sell
21,544,241
-385,665
-2% -$36.7M 0.75% 21
2024
Q2 		$2.11B Buy
21,929,906
+340,009
+2% +$32.8M 0.74% 22
2024
Q1 		$2.14B Buy
21,589,897
+2,377,199
+12% +$220M 0.76% 21
2023
Q4 		$1.72B Buy
19,212,698
+1,318,095
+7% +$110M 0.66% 26
2023
Q3 		$1.44B Buy
17,894,603
+5,654,931
+46% +$484M 0.61% 29
2023
Q2 		$1.09B Buy
12,239,672
+2,999,494
+32% +$253M 0.44% 46
2023
Q1 		$780M Buy
9,240,178
+134,333
+1% +$11.1M 0.33% 66
2022
Q4 		$713M Sell
9,105,845
-531,454
-6% -$39.2M 0.32% 72
2022
Q3 		$615M Sell
9,637,299
-199,117
-2% -$14.6M 0.3% 74
2022
Q2 		$695M Buy
9,836,416
+851,244
+9% +$62.7M 0.32% 60
2022
Q1 		$691M Buy
8,985,172
+931,763
+12% +$74.5M 0.27% 70
2021
Q4 		$701M Buy
8,053,409
+890,179
+12% +$74.5M 0.25% 76
2021
Q3 		$589M Sell
7,163,230
-39,413
-0.5% -$3.47M 0.23% 78
2021
Q2 		$589M Buy
7,202,643
+159,845
+2% +$12.3M 0.24% 75
2021
Q1 		$482M Buy
7,042,798
+146,701
+2% +$9.59M 0.21% 91
2020
Q4 		$466M Buy
6,896,097
+341,131
+5% +$22.1M 0.22% 85
2020
Q3 		$409M Buy
6,554,966
+318,109
+5% +$19.5M 0.22% 89
2020
Q2 		$355M Buy
+6,236,857
New +$323M 0.21% 92

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

AllianceBernstein's OTIS Position: Q1 2026 in Review

AllianceBernstein reduced its Otis Worldwide (OTIS) stake by 75% in Q1 2026, selling an estimated $994M and leaving 3,825,492 shares worth $334M. The position accounts for 0.11% of the portfolio, ranked #152.

AllianceBernstein first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.24B in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • AllianceBernstein held 3,825,492 shares of Otis Worldwide worth $334M as of Q1 2026.
  • AllianceBernstein sold 11,360,666 Otis Worldwide shares in Q1 2026, an estimated $994M.
  • Otis Worldwide made up 0.11% of AllianceBernstein's portfolio in Q1 2026, its #152 holding.
  • AllianceBernstein first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • AllianceBernstein's Otis Worldwide position peaked at $2.24B in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on AllianceBernstein's 13F filing for Q1 2026, filed 15 May 2026.