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
Q2 		$23.6M Buy
329,733
+2,213
+0.7% +$165K 0.03% 385
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 $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

Aviva's OTIS Position: Q2 2026 in Review

Aviva increased its Otis Worldwide (OTIS) stake by 0.68% in Q2 2026, buying an estimated $165K and bringing the position to 329,733 shares worth $23.6M. The position accounts for 0.03% of the portfolio, ranked #385.

Aviva first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $123M in Q3 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Aviva held 329,733 shares of Otis Worldwide worth $23.6M as of Q2 2026.
  • Aviva bought 2,213 Otis Worldwide shares in Q2 2026, an estimated $165K.
  • Otis Worldwide made up 0.03% of Aviva's portfolio in Q2 2026, its #385 holding.
  • Aviva first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Aviva's Otis Worldwide position peaked at $123M in Q3 2024.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Aviva's 13F filing for Q2 2026, filed 13 Aug 2026.