First Trust Advisors
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First Trust Advisors’s Otis Worldwide OTIS Stock Holding History

First Trust Advisors’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 		$33.6M Sell
468,973
-104,276
-18% -$7.79M 0.02% 776
2026
Q1 		$44.2M Buy
573,249
+80,364
+16% +$7.03M 0.03% 629
2025
Q4 		$43.1M Sell
492,885
-21,634
-4% -$1.94M 0.03% 623
2025
Q3 		$47M Buy
514,519
+13,986
+3% +$1.27M 0.04% 591
2025
Q2 		$49.6M Sell
500,533
-31,688
-6% -$3.06M 0.04% 546
2025
Q1 		$54.9M Buy
532,221
+15,745
+3% +$1.54M 0.05% 505
2024
Q4 		$47.8M Sell
516,476
-100,043
-16% -$10M 0.04% 532
2024
Q3 		$64.1M Sell
616,519
-309,840
-33% -$29.5M 0.06% 398
2024
Q2 		$89.2M Buy
926,359
+612,977
+196% +$59.1M 0.09% 240
2024
Q1 		$31.1M Sell
313,382
-19,858
-6% -$1.84M 0.03% 633
2023
Q4 		$29.8M Sell
333,240
-66,142
-17% -$5.5M 0.03% 599
2023
Q3 		$32.1M Sell
399,382
-326,673
-45% -$27.9M 0.04% 535
2023
Q2 		$64.6M Buy
726,055
+283,717
+64% +$23.9M 0.07% 382
2023
Q1 		$37.3M Buy
442,338
+72,838
+20% +$6.03M 0.04% 512
2022
Q4 		$28.9M Sell
369,500
-92,109
-20% -$6.8M 0.03% 585
2022
Q3 		$29.4M Buy
461,609
+240,552
+109% +$17.6M 0.04% 558
2022
Q2 		$15.6M Sell
221,057
-77,992
-26% -$5.74M 0.02% 784
2022
Q1 		$23M Sell
299,049
-180,258
-38% -$14.4M 0.02% 748
2021
Q4 		$41.7M Sell
479,307
-36,384
-7% -$3.05M 0.04% 548
2021
Q3 		$42.4M Sell
515,691
-6,676
-1% -$587K 0.05% 506
2021
Q2 		$42.7M Buy
522,367
+247,326
+90% +$19M 0.05% 502
2021
Q1 		$18.8M Sell
275,041
-30,339
-10% -$1.98M 0.02% 732
2020
Q4 		$20.6M Sell
305,380
-2,289
-0.7% -$148K 0.03% 610
2020
Q3 		$19.2M Buy
307,669
+51,937
+20% +$3.18M 0.03% 550
2020
Q2 		$14.5M Buy
+255,732
New +$13.2M 0.03% 622

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 Trust Advisors's OTIS Position: Q2 2026 in Review

First Trust Advisors reduced its Otis Worldwide (OTIS) stake by 18% in Q2 2026, selling an estimated $7.79M and leaving 468,973 shares worth $33.6M. The position accounts for 0.02% of the portfolio, ranked #776.

First Trust Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $89.2M in Q2 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • First Trust Advisors held 468,973 shares of Otis Worldwide worth $33.6M as of Q2 2026.
  • First Trust Advisors sold 104,276 Otis Worldwide shares in Q2 2026, an estimated $7.79M.
  • Otis Worldwide made up 0.02% of First Trust Advisors's portfolio in Q2 2026, its #776 holding.
  • First Trust Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • First Trust Advisors's Otis Worldwide position peaked at $89.2M in Q2 2024.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.