Bank of America
OTIS icon

Bank of America’s Otis Worldwide OTIS Stock Holding History

Bank of America’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 		$189M Buy
2,642,922
+3,367
+0.1% +$251K 0.01% 812
2026
Q1 		$203M Sell
2,639,555
-441,135
-14% -$38.6M 0.01% 731
2025
Q4 		$269M Buy
3,080,690
+84,476
+3% +$7.56M 0.02% 616
2025
Q3 		$274M Buy
2,996,214
+24,301
+0.8% +$2.21M 0.02% 671
2025
Q2 		$294M Buy
2,971,913
+2,322
+0.1% +$224K 0.02% 620
2025
Q1 		$306M Sell
2,969,591
-578,045
-16% -$56.5M 0.02% 550
2024
Q4 		$329M Sell
3,547,636
-137,676
-4% -$13.8M 0.03% 505
2024
Q3 		$383M Buy
3,685,312
+212,511
+6% +$20.2M 0.03% 479
2024
Q2 		$334M Sell
3,472,801
-113,598
-3% -$10.9M 0.03% 489
2024
Q1 		$356M Sell
3,586,399
-43,968
-1% -$4.06M 0.03% 465
2023
Q4 		$325M Sell
3,630,367
-9,719
-0.3% -$808K 0.03% 463
2023
Q3 		$292M Sell
3,640,086
-619,664
-15% -$53M 0.03% 452
2023
Q2 		$379M Sell
4,259,750
-699,997
-14% -$59M 0.04% 389
2023
Q1 		$419M Buy
4,959,747
+229,653
+5% +$19M 0.04% 384
2022
Q4 		$370M Buy
4,730,094
+149,695
+3% +$11.1M 0.04% 396
2022
Q3 		$292M Buy
4,580,399
+80,925
+2% +$5.92M 0.03% 455
2022
Q2 		$318M Buy
4,499,474
+351,880
+8% +$25.9M 0.04% 437
2022
Q1 		$319M Sell
4,147,594
-158,925
-4% -$12.7M 0.03% 485
2021
Q4 		$375M Buy
4,306,519
+111,449
+3% +$9.33M 0.04% 436
2021
Q3 		$345M Buy
4,195,070
+21,057
+0.5% +$1.85M 0.04% 442
2021
Q2 		$341M Sell
4,174,013
-398,547
-9% -$30.7M 0.04% 441
2021
Q1 		$313M Buy
4,572,560
+522,054
+13% +$34.1M 0.04% 438
2020
Q4 		$274M Sell
4,050,506
-2,660,846
-40% -$173M 0.04% 427
2020
Q3 		$419M Buy
6,711,352
+65,816
+1% +$4.03M 0.06% 293
2020
Q2 		$378M Buy
+6,645,536
New +$344M 0.06% 295

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

Bank of America's OTIS Position: Q2 2026 in Review

Bank of America increased its Otis Worldwide (OTIS) stake by 0.13% in Q2 2026, buying an estimated $251K and bringing the position to 2,642,922 shares worth $189M. The position accounts for 0.01% of the portfolio, ranked #812.

Bank of America first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $419M in Q3 2020. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Bank of America held 2,642,922 shares of Otis Worldwide worth $189M as of Q2 2026.
  • Bank of America bought 3,367 Otis Worldwide shares in Q2 2026, an estimated $251K.
  • Otis Worldwide made up 0.01% of Bank of America's portfolio in Q2 2026, its #812 holding.
  • Bank of America first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Bank of America's Otis Worldwide position peaked at $419M in Q3 2020.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.