Ameriprise
OTIS icon

Ameriprise’s Otis Worldwide OTIS Stock Holding History

Ameriprise’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 		$40.6M Buy
526,348
+85,053
+19% +$7.44M 0.01% 988
2025
Q4 		$38.5M Buy
441,295
+56,933
+15% +$5.09M 0.01% 1026
2025
Q3 		$35.1M Buy
384,362
+82,584
+27% +$7.5M 0.01% 1072
2025
Q2 		$29.9M Buy
301,778
+53,868
+22% +$5.2M 0.01% 1137
2025
Q1 		$25.6M Buy
247,910
+4,054
+2% +$396K 0.01% 1171
2024
Q4 		$22.6M Sell
243,856
-37,322
-13% -$3.74M 0.01% 1255
2024
Q3 		$29.2M Sell
281,178
-4,639
-2% -$442K 0.01% 1117
2024
Q2 		$27.5M Sell
285,817
-3,951
-1% -$381K 0.01% 1086
2024
Q1 		$28.8M Buy
289,768
+2,777
+1% +$257K 0.01% 1079
2023
Q4 		$25.7M Sell
286,991
-22,856
-7% -$1.9M 0.01% 1114
2023
Q3 		$24.9M Sell
309,847
-5,964
-2% -$510K 0.01% 1086
2023
Q2 		$28.1M Buy
315,811
+2,039
+0.6% +$172K 0.01% 1051
2023
Q1 		$26.5M Sell
313,772
-256,002
-45% -$21.2M 0.01% 1084
2022
Q4 		$44.6M Sell
569,774
-631,478
-53% -$46.6M 0.02% 771
2022
Q3 		$76.6M Sell
1,201,252
-246,477
-17% -$18M 0.03% 543
2022
Q2 		$102M Sell
1,447,729
-35,732
-2% -$2.63M 0.04% 468
2022
Q1 		$114M Sell
1,483,461
-21,990
-1% -$1.76M 0.03% 479
2021
Q4 		$131M Buy
1,505,451
+1,169,482
+348% +$97.9M 0.04% 464
2021
Q3 		$27.6M Sell
335,969
-29,766
-8% -$2.62M 0.01% 1049
2021
Q2 		$29.9M Buy
365,735
+3,788
+1% +$292K 0.01% 1067
2021
Q1 		$24.8M Sell
361,947
-118,581
-25% -$7.75M 0.01% 1168
2020
Q4 		$32.5M Buy
480,528
+122,026
+34% +$7.92M 0.01% 945
2020
Q3 		$22.4M Buy
358,502
+16,393
+5% +$1M 0.01% 1014
2020
Q2 		$19.5M Buy
+342,109
New +$17.7M 0.01% 1071

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

Ameriprise's OTIS Position: Q1 2026 in Review

Ameriprise increased its Otis Worldwide (OTIS) stake by 19% in Q1 2026, buying an estimated $7.44M and bringing the position to 526,348 shares worth $40.6M. The position accounts for 0.01% of the portfolio, ranked #988.

Ameriprise first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $131M in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Ameriprise held 526,348 shares of Otis Worldwide worth $40.6M as of Q1 2026.
  • Ameriprise bought 85,053 Otis Worldwide shares in Q1 2026, an estimated $7.44M.
  • Otis Worldwide made up 0.01% of Ameriprise's portfolio in Q1 2026, its #988 holding.
  • Ameriprise first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Ameriprise's Otis Worldwide position peaked at $131M in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.