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	-700	Closed	-$59.1K	–	2249
2023 Q1	$59.1K	Sell	700 -300	-30%	-$24.8K	﹤0.01%	2081
2022 Q4	$78.3K	Hold	1,000	–	–	﹤0.01%	1889
2022 Q3	$64K	Hold	1,000	–	–	﹤0.01%	1714
2022 Q2	$71K	Sell	1,000 -4,400	-81%	-$324K	﹤0.01%	2150
2022 Q1	$416K	Buy	5,400 +2,900	+116%	+$232K	﹤0.01%	2154
2021 Q4	$218K	Buy	+2,500	New	+$209K	﹤0.01%	2465
2020 Q3	–	Sell	-9,200	Closed	-$523K	–	2260
2020 Q2	$523K	Buy	+9,200	New	+$477K	﹤0.01%	2041

Other funds holding OTIS

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.