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BOK Financial’s Otis Worldwide OTIS Stock Holding History

BOK Financial’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 		$184K Sell
2,569
-323
-11% -$24.1K ﹤0.01% 691
2026
Q1 		$223K Sell
2,892
-455
-14% -$39.8K ﹤0.01% 663
2025
Q4 		$292K Sell
3,347
-481
-13% -$43K ﹤0.01% 641
2025
Q3 		$350K Buy
3,828
+405
+12% +$36.8K 0.01% 627
2025
Q2 		$339K Buy
3,423
+268
+8% +$25.9K 0.01% 636
2025
Q1 		$326K Sell
3,155
-540
-15% -$52.8K 0.01% 636
2024
Q4 		$335K Buy
3,695
+10
+0.3% +$1K 0.01% 622
2024
Q3 		$384K Sell
3,685
-480
-12% -$45.7K 0.01% 612
2024
Q2 		$401K Sell
4,165
-263
-6% -$25.3K 0.01% 640
2024
Q1 		$436K Buy
4,428
+7
+0.2% +$647 0.01% 587
2023
Q4 		$396K Sell
4,421
-2,858
-39% -$238K 0.01% 576
2023
Q3 		$562K Sell
7,279
-4,866
-40% -$416K 0.01% 522
2023
Q2 		$1.08M Sell
12,145
-737
-6% -$62.1K 0.02% 445
2023
Q1 		$1.09M Sell
12,882
-3,469
-21% -$287K 0.02% 445
2022
Q4 		$1.28M Sell
16,351
-914
-5% -$67.5K 0.02% 455
2022
Q3 		$1.1M Sell
17,265
-625
-3% -$45.7K 0.02% 487
2022
Q2 		$1.26M Sell
17,890
-1,776
-9% -$131K 0.02% 471
2022
Q1 		$1.51M Buy
19,666
+983
+5% +$78.6K 0.03% 475
2021
Q4 		$1.63M Sell
18,683
-252
-1% -$21.1K 0.03% 463
2021
Q3 		$1.56M Buy
+18,935
New +$1.66M 0.03% 458
2021
Q1 		$1.41M Sell
20,545
-15,938
-44% -$1.04M 0.03% 465
2020
Q4 		$2.46M Sell
36,483
-977
-3% -$63.4K 0.05% 327
2020
Q3 		$2.34M Buy
37,460
+20,280
+118% +$1.24M 0.05% 297
2020
Q2 		$977K Buy
+17,180
New +$890K 0.02% 463

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

BOK Financial's OTIS Position: Q2 2026 in Review

BOK Financial reduced its Otis Worldwide (OTIS) stake by 11% in Q2 2026, selling an estimated $24.1K and leaving 2,569 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

BOK Financial first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.46M in Q4 2020. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • BOK Financial held 2,569 shares of Otis Worldwide worth $184K as of Q2 2026.
  • BOK Financial sold 323 Otis Worldwide shares in Q2 2026, an estimated $24.1K.
  • Otis Worldwide made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #691 holding.
  • BOK Financial first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • BOK Financial's Otis Worldwide position peaked at $2.46M in Q4 2020.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.