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Ally Financial’s Otis Worldwide OTIS Stock Holding History

Ally Financial’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 		$925K Hold
12,000
– – 0.12% 118
2025
Q4 		$1.05M Hold
12,000
– – 0.13% 101
2025
Q3 		$1.1M Buy
+12,000
New +$1.09M 0.14% 97
2021
Q2 		– Sell
-15,000
Closed -$1.03M – 126
2021
Q1 		$1.03M Hold
15,000
– – 0.1% 108
2020
Q4 		$1.01M Hold
15,000
– – 0.1% 114
2020
Q3 		$936K Hold
15,000
– – 0.15% 104
2020
Q2 		$853K Buy
+15,000
New +$777K 0.14% 103

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

Ally Financial's OTIS Position: Q1 2026 in Review

Ally Financial held its Otis Worldwide (OTIS) position steady in Q1 2026 at 12,000 shares worth $925K. The position accounts for 0.12% of the portfolio, ranked #118.

Ally Financial first reported a position in OTIS in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.1M in Q3 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Ally Financial held 12,000 shares of Otis Worldwide worth $925K as of Q1 2026.
  • Ally Financial left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.12% of Ally Financial's portfolio in Q1 2026, its #118 holding.
  • Ally Financial first reported a position in Otis Worldwide in Q2 2020 and has held it in 7 quarters since.
  • Ally Financial's Otis Worldwide position peaked at $1.1M in Q3 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Ally Financial's 13F filing for Q1 2026, filed 12 May 2026.