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First Citizens Bank & Trust’s Otis Worldwide OTIS Stock Holding History

First Citizens Bank & Trust’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
-3,264
Closed -$252K – 671
2026
Q1 		$252K Sell
3,264
-19
-0.6% -$1.66K 0.01% 585
2025
Q4 		$287K Buy
3,283
+371
+13% +$33.2K 0.01% 559
2025
Q3 		$266K Sell
2,912
-66
-2% -$5.99K 0.01% 558
2025
Q2 		$295K Sell
2,978
-361
-11% -$34.9K 0.01% 532
2025
Q1 		$345K Buy
3,339
+22
+0.7% +$2.15K 0.01% 360
2024
Q4 		$307K Buy
3,317
+12
+0.4% +$1.2K 0.01% 382
2024
Q3 		$344K Sell
3,305
-295
-8% -$28.1K 0.01% 359
2024
Q2 		$347K Sell
3,600
-30
-0.8% -$2.89K 0.01% 356
2024
Q1 		$360K Buy
3,630
+1,275
+54% +$118K 0.01% 349
2023
Q4 		$211K Sell
2,355
-339
-13% -$28.2K ﹤0.01% 342
2023
Q3 		$216K Hold
2,694
– – ﹤0.01% 328
2023
Q2 		$240K Sell
2,694
-96
-3% -$8.09K ﹤0.01% 317
2023
Q1 		$235K Sell
2,790
-150
-5% -$12.4K ﹤0.01% 301
2022
Q4 		$230K Buy
+2,940
New +$217K 0.01% 292
2022
Q3 		– Sell
-2,950
Closed -$208K – 369
2022
Q2 		$208K Buy
+2,950
New +$217K 0.01% 372
2020
Q4 		– Sell
-26,922
Closed -$1.68M – 398
2020
Q3 		$1.68M Sell
26,922
-2,221
-8% -$136K 0.12% 139
2020
Q2 		$1.66M Buy
+29,143
New +$1.51M 0.14% 138

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

First Citizens Bank & Trust's OTIS Position: Q2 2026 in Review

First Citizens Bank & Trust sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 3,264 shares — an estimated $252K sold.

First Citizens Bank & Trust first reported a position in OTIS in Q2 2020 and held it in 17 quarters. The position peaked at $1.68M in Q3 2020. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • First Citizens Bank & Trust reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • First Citizens Bank & Trust sold 3,264 Otis Worldwide shares in Q2 2026, an estimated $252K.
  • First Citizens Bank & Trust first reported a position in Otis Worldwide in Q2 2020 and held it in 17 quarters.
  • First Citizens Bank & Trust's Otis Worldwide position peaked at $1.68M in Q3 2020.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.