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
2025 Q1	–	Sell	-428,200	Closed	-$39.7M	–	8477
2024 Q4	$39.7M	Buy	428,200 +138,400	+48%	+$13.9M	﹤0.01%	1697
2024 Q3	$30.1M	Sell	289,800 -15,200	-5%	-$1.45M	﹤0.01%	2013
2024 Q2	$29.4M	Sell	305,000 -295,000	-49%	-$28.4M	﹤0.01%	1883
2024 Q1	$59.6M	Buy	600,000 +375,000	+167%	+$34.7M	0.01%	1355
2023 Q4	$20.1M	Buy	225,000 +168,500	+298%	+$14M	﹤0.01%	2141
2023 Q3	$4.54M	Sell	56,500 -337,500	-86%	-$28.9M	﹤0.01%	3496
2023 Q2	$35.1M	Sell	394,000 -461,300	-54%	-$38.9M	﹤0.01%	1576
2023 Q1	$72.2M	Buy	+855,300	New	+$70.8M	0.01%	1128
2022 Q4	–	Sell	-1,537,000	Closed	-$98.1M	–	8370
2022 Q3	$98.1M	Buy	+1,537,000	New	+$112M	0.01%	865

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America's OTIS Position: Q1 2026 in Review

Bank of America reduced its Otis Worldwide (OTIS) stake by 14% in Q1 2026, selling an estimated $38.6M and leaving 2,639,555 shares worth $203M. The position accounts for 0.01% of the portfolio, ranked #731.

Bank of America first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $419M in Q3 2020. 1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Bank of America held 2,639,555 shares of Otis Worldwide worth $203M as of Q1 2026.
Bank of America sold 441,135 Otis Worldwide shares in Q1 2026, an estimated $38.6M.
Otis Worldwide made up 0.01% of Bank of America's portfolio in Q1 2026, its #731 holding.
Bank of America first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
Bank of America's Otis Worldwide position peaked at $419M in Q3 2020.
1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.