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	-13,100	Closed	-$1.21M	–	8478
2024 Q4	$1.21M	Buy	+13,100	New	+$1.31M	﹤0.01%	4862
2024 Q2	–	Sell	-400	Closed	-$39.7K	–	8361
2024 Q1	$39.7K	Buy	+400	New	+$37K	﹤0.01%	6588
2023 Q2	–	Sell	-650,000	Closed	-$54.9M	–	7871
2023 Q1	$54.9M	Sell	650,000 -1,429,100	-69%	-$118M	0.01%	1306
2022 Q4	$163M	Sell	2,079,100 -484,400	-19%	-$35.8M	0.02%	682
2022 Q3	$164M	Buy	+2,563,500	New	+$188M	0.02%	653
2020 Q3	–	Sell	-22,600	Closed	-$1.28M	–	7100
2020 Q2	$1.28M	Buy	+22,600	New	+$1.17M	﹤0.01%	3949

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. 1,237 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.
1,237 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.