Allianz Asset Management
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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
2023
Q2 		– Sell
-300
Closed -$25.3K – 2248
2023
Q1 		$25.3K Buy
300
+100
+50% +$8.28K ﹤0.01% 2116
2022
Q4 		$15.7K Hold
200
– – ﹤0.01% 1930
2022
Q3 		$13K Hold
200
– – ﹤0.01% 1828
2022
Q2 		$14K Sell
200
-7,100
-97% -$523K ﹤0.01% 2229
2022
Q1 		$562K Buy
+7,300
New +$583K ﹤0.01% 2075
2020
Q3 		– Sell
-8,400
Closed -$478K – 2259
2020
Q2 		$478K Buy
+8,400
New +$435K ﹤0.01% 2065

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Allianz Asset Management's OTIS Position: Q1 2026 in Review

Allianz Asset Management increased its Otis Worldwide (OTIS) stake by 20% in Q1 2026, buying an estimated $7.96M and bringing the position to 550,068 shares worth $42.4M. The position accounts for 0.04% of the portfolio, ranked #371.

Allianz Asset Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $55M in Q2 2021. 1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Allianz Asset Management held 550,068 shares of Otis Worldwide worth $42.4M as of Q1 2026.
  • Allianz Asset Management bought 90,961 Otis Worldwide shares in Q1 2026, an estimated $7.96M.
  • Otis Worldwide made up 0.04% of Allianz Asset Management's portfolio in Q1 2026, its #371 holding.
  • Allianz Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Allianz Asset Management's Otis Worldwide position peaked at $55M in Q2 2021.
  • 1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Allianz Asset Management's 13F filing for Q1 2026, filed 11 May 2026.