Aviva
OTIS icon

Aviva’s Otis Worldwide OTIS Stock Holding History

Aviva’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 		$25.2M Buy
327,520
+9,712
+3% +$850K 0.04% 348
2025
Q4 		$27.8M Buy
317,808
+1,254
+0.4% +$112K 0.05% 325
2025
Q3 		$28.9M Sell
316,554
-824,269
-72% -$74.8M 0.05% 305
2025
Q2 		$113M Buy
1,140,823
+37,829
+3% +$3.65M 0.23% 89
2025
Q1 		$114M Buy
1,102,994
+1,660
+0.2% +$162K 0.27% 77
2024
Q4 		$102M Sell
1,101,334
-79,024
-7% -$7.92M 0.26% 72
2024
Q3 		$123M Buy
1,180,358
+74,316
+7% +$7.08M 0.32% 61
2024
Q2 		$106M Buy
1,106,042
+115,464
+12% +$11.1M 0.3% 64
2024
Q1 		$98.3M Buy
990,578
+7,496
+0.8% +$693K 0.32% 56
2023
Q4 		$88M Buy
983,082
+175,217
+22% +$14.6M 0.32% 59
2023
Q3 		$64.9M Sell
807,865
-54,341
-6% -$4.65M 0.27% 67
2023
Q2 		$76.7M Buy
862,206
+210,083
+32% +$17.7M 0.31% 60
2023
Q1 		$55M Sell
652,123
-152,385
-19% -$12.6M 0.25% 75
2022
Q4 		$63M Buy
804,508
+120,700
+18% +$8.91M 0.31% 55
2022
Q3 		$43.6M Buy
683,808
+283,405
+71% +$20.7M 0.25% 70
2022
Q2 		$28.3M Buy
400,403
+232,563
+139% +$17.1M 0.15% 155
2022
Q1 		$12.9M Sell
167,840
-901,851
-84% -$72.1M 0.06% 371
2021
Q4 		$93.1M Sell
1,069,691
-45,386
-4% -$3.8M 0.39% 49
2021
Q3 		$91.7M Sell
1,115,077
-25,293
-2% -$2.22M 0.41% 51
2021
Q2 		$93.2M Buy
1,140,370
+92,605
+9% +$7.13M 0.41% 50
2021
Q1 		$71.7M Sell
1,047,765
-186,260
-15% -$12.2M 0.35% 66
2020
Q4 		$83.4M Buy
1,234,025
+6,569
+0.5% +$426K 0.43% 50
2020
Q3 		$76.6M Sell
1,227,456
-99,736
-8% -$6.1M 0.45% 48
2020
Q2 		$75.5M Buy
+1,327,192
New +$68.8M 0.47% 50

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

Aviva's OTIS Position: Q1 2026 in Review

Aviva increased its Otis Worldwide (OTIS) stake by 3.1% in Q1 2026, buying an estimated $850K and bringing the position to 327,520 shares worth $25.2M. The position accounts for 0.04% of the portfolio, ranked #348.

Aviva first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $123M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Aviva held 327,520 shares of Otis Worldwide worth $25.2M as of Q1 2026.
  • Aviva bought 9,712 Otis Worldwide shares in Q1 2026, an estimated $850K.
  • Otis Worldwide made up 0.04% of Aviva's portfolio in Q1 2026, its #348 holding.
  • Aviva first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Aviva's Otis Worldwide position peaked at $123M in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Aviva's 13F filing for Q1 2026, filed 14 May 2026.