Allianz Asset Management
OTIS icon

Allianz Asset Management’s Otis Worldwide OTIS Stock Holding History

Allianz 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
Q2 		$52.6M Buy
710,444
+160,376
+29% +$12M 0.05% 362
2026
Q1 		$42.4M Buy
550,068
+90,961
+20% +$7.96M 0.04% 371
2025
Q4 		$40.1M Buy
459,107
+277,998
+153% +$24.9M 0.04% 387
2025
Q3 		$16.6M Buy
181,109
+74,396
+70% +$6.75M 0.02% 658
2025
Q2 		$10.6M Sell
106,713
-17,256
-14% -$1.67M 0.01% 791
2025
Q1 		$12.8M Buy
123,969
+70,421
+132% +$6.88M 0.02% 718
2024
Q4 		$4.96M Sell
53,548
-36,519
-41% -$3.66M 0.01% 1050
2024
Q3 		$9.36M Buy
90,067
+17,471
+24% +$1.66M 0.01% 770
2024
Q2 		$6.99M Sell
72,596
-14,139
-16% -$1.36M 0.01% 815
2024
Q1 		$8.61M Sell
86,735
-11,745
-12% -$1.09M 0.01% 694
2023
Q4 		$8.81M Buy
98,480
+10,652
+12% +$886K 0.01% 724
2023
Q3 		$7.05M Sell
87,828
-10,390
-11% -$889K 0.01% 850
2023
Q2 		$8.74M Sell
98,218
-122,288
-55% -$10.3M 0.02% 690
2023
Q1 		$18.6M Buy
220,506
+6,205
+3% +$513K 0.03% 498
2022
Q4 		$16.8M Sell
214,301
-5,525
-3% -$408K 0.03% 524
2022
Q3 		$14M Sell
219,826
-131,060
-37% -$9.59M 0.03% 558
2022
Q2 		$24.8M Sell
350,886
-73,786
-17% -$5.43M 0.02% 608
2022
Q1 		$32.7M Sell
424,672
-86,302
-17% -$6.9M 0.02% 577
2021
Q4 		$44.5M Buy
510,974
+70,424
+16% +$5.89M 0.03% 509
2021
Q3 		$36.2M Sell
440,550
-232,638
-35% -$20.5M 0.03% 531
2021
Q2 		$55M Buy
673,188
+269,781
+67% +$20.8M 0.05% 369
2021
Q1 		$27.6M Buy
403,407
+105,369
+35% +$6.89M 0.03% 518
2020
Q4 		$20.1M Buy
298,038
+226,944
+319% +$14.7M 0.02% 618
2020
Q3 		$4.44M Sell
71,094
-30,074
-30% -$1.84M 0.01% 1022
2020
Q2 		$5.75M Buy
+101,168
New +$5.24M 0.01% 1145

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

Allianz Asset Management's OTIS Position: Q2 2026 in Review

Allianz Asset Management increased its Otis Worldwide (OTIS) stake by 29% in Q2 2026, buying an estimated $12M and bringing the position to 710,444 shares worth $52.6M. The position accounts for 0.05% of the portfolio, ranked #362.

Allianz Asset Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $55M in Q2 2021. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Allianz Asset Management held 710,444 shares of Otis Worldwide worth $52.6M as of Q2 2026.
  • Allianz Asset Management bought 160,376 Otis Worldwide shares in Q2 2026, an estimated $12M.
  • Otis Worldwide made up 0.05% of Allianz Asset Management's portfolio in Q2 2026, its #362 holding.
  • Allianz Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Allianz Asset Management's Otis Worldwide position peaked at $55M in Q2 2021.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Allianz Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.