DZ Bank
OTIS icon

DZ Bank’s Otis Worldwide OTIS Stock Holding History

DZ Bank’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 		– Sell
-1,850
Closed -$143K – 1127
2026
Q1 		$143K Hold
1,850
– – ﹤0.01% 924
2025
Q4 		$162K Hold
1,850
– – ﹤0.01% 891
2025
Q3 		$169K Hold
1,850
– – ﹤0.01% 870
2025
Q2 		$183K Hold
1,850
– – ﹤0.01% 841
2025
Q1 		$191K Sell
1,850
-57,000
-97% -$5.57M ﹤0.01% 852
2024
Q4 		$5.45M Hold
58,850
– – 0.01% 421
2024
Q3 		$6.12M Hold
58,850
– – 0.01% 431
2024
Q2 		$5.66M Sell
58,850
-7,489
-11% -$722K 0.01% 440
2024
Q1 		$6.59M Hold
66,339
– – 0.01% 424
2023
Q4 		$5.94M Hold
66,339
– – 0.01% 436
2023
Q3 		$5.33M Sell
66,339
-20,000
-23% -$1.71M 0.01% 442
2023
Q2 		$7.69M Hold
86,339
– – 0.01% 398
2023
Q1 		$7.29M Buy
86,339
+778
+0.9% +$64.4K 0.01% 406
2022
Q4 		$6.7M Buy
85,561
+711
+0.8% +$52.5K 0.01% 412
2022
Q3 		$5.41M Hold
84,850
– – 0.01% 419
2022
Q2 		$6M Sell
84,850
-1,066
-1% -$78.5K 0.01% 412
2022
Q1 		$6.61M Sell
85,916
-93,096
-52% -$7.44M 0.01% 444
2021
Q4 		$15.5M Buy
179,012
+85,474
+91% +$7.15M 0.01% 420
2021
Q3 		$7.7M Buy
93,538
+987
+1% +$86.8K 0.01% 425
2021
Q2 		$7.57M Sell
92,551
-89,363
-49% -$6.88M 0.01% 429
2021
Q1 		$12.5M Buy
181,914
+4,197
+2% +$274K 0.02% 302
2020
Q4 		$11.9M Buy
177,717
+353
+0.2% +$22.9K 0.02% 310
2020
Q3 		$11.1M Sell
177,364
-6,841
-4% -$418K 0.03% 283
2020
Q2 		$10.5M Buy
+184,205
New +$9.54M 0.03% 260

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

DZ Bank's OTIS Position: Q2 2026 in Review

DZ Bank sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 1,850 shares — an estimated $143K sold.

DZ Bank first reported a position in OTIS in Q2 2020 and held it in 24 quarters. The position peaked at $15.5M in Q4 2021. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • DZ Bank reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • DZ Bank sold 1,850 Otis Worldwide shares in Q2 2026, an estimated $143K.
  • DZ Bank first reported a position in Otis Worldwide in Q2 2020 and held it in 24 quarters.
  • DZ Bank's Otis Worldwide position peaked at $15.5M in Q4 2021.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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