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Atlantic Union Bankshares’s Otis Worldwide OTIS Stock Holding History

Atlantic Union Bankshares’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
Q2 		$725K Sell
10,131
-6,760
-40% -$505K 0.01% 424
2026
Q1 		$1.3M Sell
16,891
-26,608
-61% -$2.33M 0.03% 327
2025
Q4 		$3.8M Sell
43,499
-2,641
-6% -$236K 0.07% 219
2025
Q3 		$4.22M Sell
46,140
-11,948
-21% -$1.08M 0.08% 212
2025
Q2 		$5.75M Buy
58,088
+18,881
+48% +$1.82M 0.13% 154
2025
Q1 		$4.05M Sell
39,207
-163
-0.4% -$15.9K 0.24% 98
2024
Q4 		$3.65M Buy
39,370
+682
+2% +$68.4K 0.21% 107
2024
Q3 		$4.02M Buy
38,688
+2,316
+6% +$221K 0.23% 106
2024
Q2 		$3.5M Buy
36,372
+7,286
+25% +$702K 0.22% 102
2024
Q1 		$2.89M Buy
29,086
+2,160
+8% +$200K 0.24% 90
2023
Q4 		$2.41M Buy
26,926
+2,224
+9% +$185K 0.22% 100
2023
Q3 		$1.98M Buy
24,702
+3,179
+15% +$272K 0.2% 106
2023
Q2 		$1.92M Buy
21,523
+13,170
+158% +$1.11M 0.19% 112
2023
Q1 		$705K Buy
+8,353
New +$691K 0.07% 160
2022
Q4 		– Sell
-3,310
Closed -$211K – 261
2022
Q3 		$211K Sell
3,310
-4,750
-59% -$348K 0.02% 241
2022
Q2 		$570K Sell
8,060
-134
-2% -$9.87K 0.06% 169
2022
Q1 		$631K Sell
8,194
-562
-6% -$44.9K 0.06% 177
2021
Q4 		$762K Sell
8,756
-575
-6% -$48.1K 0.06% 162
2021
Q3 		$768K Sell
9,331
-151
-2% -$13.3K 0.07% 163
2021
Q2 		$776K Sell
9,482
-688
-7% -$53K 0.08% 164
2021
Q1 		$696K Sell
10,170
-4,246
-29% -$278K 0.07% 163
2020
Q4 		$974K Sell
14,416
-554
-4% -$35.9K 0.1% 142
2020
Q3 		$934K Sell
14,970
-1,118
-7% -$68.4K 0.11% 137
2020
Q2 		$915K Buy
+16,088
New +$834K 0.11% 142

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Atlantic Union Bankshares's OTIS Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Otis Worldwide (OTIS) stake by 40% in Q2 2026, selling an estimated $505K and leaving 10,131 shares worth $725K. The position accounts for 0.01% of the portfolio, ranked #424.

Atlantic Union Bankshares first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.75M in Q2 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Atlantic Union Bankshares held 10,131 shares of Otis Worldwide worth $725K as of Q2 2026.
  • Atlantic Union Bankshares sold 6,760 Otis Worldwide shares in Q2 2026, an estimated $505K.
  • Otis Worldwide made up 0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #424 holding.
  • Atlantic Union Bankshares first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Atlantic Union Bankshares's Otis Worldwide position peaked at $5.75M in Q2 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.