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
Q2 		$101M Sell
1,305,675
-2,519,817
-66% -$188M 0.03% 388
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 $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

AllianceBernstein's OTIS Position: Q2 2026 in Review

AllianceBernstein reduced its Otis Worldwide (OTIS) stake by 66% in Q2 2026, selling an estimated $188M and leaving 1,305,675 shares worth $101M. The position accounts for 0.03% of the portfolio, ranked #388.

AllianceBernstein first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.24B in Q3 2024. 1,226 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • AllianceBernstein held 1,305,675 shares of Otis Worldwide worth $101M as of Q2 2026.
  • AllianceBernstein sold 2,519,817 Otis Worldwide shares in Q2 2026, an estimated $188M.
  • Otis Worldwide made up 0.03% of AllianceBernstein's portfolio in Q2 2026, its #388 holding.
  • AllianceBernstein first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • AllianceBernstein's Otis Worldwide position peaked at $2.24B in Q3 2024.
  • 1,226 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on AllianceBernstein's 13F filing for Q2 2026, filed 14 Aug 2026.