Citigroup
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Citigroup’s Otis Worldwide OTIS Stock Holding History

Citigroup’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 		$66.3M Sell
926,254
-22,833
-2% -$1.71M 0.02% 626
2026
Q1 		$73.2M Sell
949,087
-92,169
-9% -$8.06M 0.03% 508
2025
Q4 		$91M Buy
1,041,256
+337,650
+48% +$30.2M 0.04% 405
2025
Q3 		$64.3M Sell
703,606
-77,796
-10% -$7.06M 0.03% 539
2025
Q2 		$77.4M Buy
781,402
+340,299
+77% +$32.9M 0.04% 424
2025
Q1 		$45.5M Sell
441,103
-373,738
-46% -$36.5M 0.02% 583
2024
Q4 		$75.5M Buy
814,841
+405,118
+99% +$40.6M 0.04% 367
2024
Q3 		$42.6M Sell
409,723
-51,148
-11% -$4.87M 0.02% 603
2024
Q2 		$44.4M Buy
460,871
+62,683
+16% +$6.04M 0.03% 536
2024
Q1 		$39.5M Sell
398,188
-62,080
-13% -$5.74M 0.03% 586
2023
Q4 		$41.2M Buy
460,268
+8,696
+2% +$723K 0.03% 542
2023
Q3 		$36.3M Buy
451,572
+130,958
+41% +$11.2M 0.03% 545
2023
Q2 		$28.5M Sell
320,614
-80,607
-20% -$6.79M 0.02% 664
2023
Q1 		$33.9M Buy
401,221
+40,729
+11% +$3.37M 0.02% 558
2022
Q4 		$28.2M Buy
360,492
+51,688
+17% +$3.82M 0.02% 630
2022
Q3 		$19.7M Buy
308,804
+39,026
+14% +$2.86M 0.01% 786
2022
Q2 		$19.1M Buy
269,778
+28,347
+12% +$2.09M 0.01% 819
2022
Q1 		$18.6M Sell
241,431
-33,822
-12% -$2.7M 0.01% 983
2021
Q4 		$24M Buy
275,253
+49,787
+22% +$4.17M 0.01% 904
2021
Q3 		$18.6M Sell
225,466
-122,434
-35% -$10.8M 0.01% 1050
2021
Q2 		$28.4M Sell
347,900
-44,198
-11% -$3.4M 0.02% 805
2021
Q1 		$26.8M Buy
392,098
+74,205
+23% +$4.85M 0.02% 791
2020
Q4 		$21.5M Sell
317,893
-107,090
-25% -$6.95M 0.01% 994
2020
Q3 		$26.5M Buy
424,983
+61,308
+17% +$3.75M 0.02% 770
2020
Q2 		$20.7M Buy
+363,675
New +$18.8M 0.02% 809

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

Citigroup's OTIS Position: Q2 2026 in Review

Citigroup reduced its Otis Worldwide (OTIS) stake by 2.4% in Q2 2026, selling an estimated $1.71M and leaving 926,254 shares worth $66.3M. The position accounts for 0.02% of the portfolio, ranked #626.

Citigroup first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $91M in Q4 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Citigroup held 926,254 shares of Otis Worldwide worth $66.3M as of Q2 2026.
  • Citigroup sold 22,833 Otis Worldwide shares in Q2 2026, an estimated $1.71M.
  • Otis Worldwide made up 0.02% of Citigroup's portfolio in Q2 2026, its #626 holding.
  • Citigroup first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Citigroup's Otis Worldwide position peaked at $91M in Q4 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.