AIP
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Ameritas Investment Partners’s Otis Worldwide OTIS Stock Holding History

Ameritas Investment Partners’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 		$269K Sell
3,486
-91
-3% -$7.96K 0.01% 1097
2025
Q4 		$312K Hold
3,577
– – 0.01% 1005
2025
Q3 		$327K Sell
3,577
-201
-5% -$18.2K 0.01% 979
2025
Q2 		$374K Hold
3,778
– – 0.01% 958
2025
Q1 		$390K Sell
3,778
-114
-3% -$11.1K 0.01% 925
2024
Q4 		$360K Sell
3,892
-165
-4% -$16.5K 0.01% 979
2024
Q3 		$422K Sell
4,057
-198
-5% -$18.9K 0.01% 903
2024
Q2 		$410K Sell
4,255
-231
-5% -$22.3K 0.01% 875
2024
Q1 		$445K Sell
4,486
-162
-3% -$15K 0.02% 865
2023
Q4 		$416K Sell
4,648
-929
-17% -$77.2K 0.02% 870
2023
Q3 		$448K Hold
5,577
– – 0.02% 806
2023
Q2 		$496K Sell
5,577
-806
-13% -$67.9K 0.02% 764
2023
Q1 		$539K Sell
6,383
-802
-11% -$66.4K 0.02% 746
2022
Q4 		$578K Sell
7,185
-255
-3% -$18.8K 0.02% 738
2022
Q3 		$473K Sell
7,440
-656
-8% -$48K 0.02% 766
2022
Q2 		$572K Sell
8,096
-1,385
-15% -$102K 0.02% 728
2022
Q1 		$729K Sell
9,481
-2,972
-24% -$238K 0.03% 716
2021
Q4 		$1.08M Sell
12,453
-4,284
-26% -$359K 0.04% 604
2021
Q3 		$1.38M Sell
16,737
-23,397
-58% -$2.06M 0.05% 463
2021
Q2 		$3.28M Sell
40,134
-7,887
-16% -$607K 0.12% 154
2021
Q1 		$3.26M Buy
48,021
+11,682
+32% +$764K 0.12% 152
2020
Q4 		$2.45M Buy
36,339
+10,201
+39% +$662K 0.11% 212
2020
Q3 		$1.63M Sell
26,138
-321
-1% -$19.6K 0.07% 285
2020
Q2 		$1.5M Buy
+26,459
New +$1.37M 0.07% 304

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

Ameritas Investment Partners's OTIS Position: Q1 2026 in Review

Ameritas Investment Partners reduced its Otis Worldwide (OTIS) stake by 2.5% in Q1 2026, selling an estimated $7.96K and leaving 3,486 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #1097.

Ameritas Investment Partners first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.28M in Q2 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Ameritas Investment Partners held 3,486 shares of Otis Worldwide worth $269K as of Q1 2026.
  • Ameritas Investment Partners sold 91 Otis Worldwide shares in Q1 2026, an estimated $7.96K.
  • Otis Worldwide made up 0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1097 holding.
  • Ameritas Investment Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Ameritas Investment Partners's Otis Worldwide position peaked at $3.28M in Q2 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.