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Hancock Whitney’s Otis Worldwide OTIS Stock Holding History

Hancock Whitney’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 		$279K Sell
3,900
-38
-1% -$2.84K ﹤0.01% 683
2026
Q1 		$305K Sell
3,938
-98
-2% -$8.57K 0.01% 653
2025
Q4 		$353K Hold
4,036
– – 0.01% 634
2025
Q3 		$369K Sell
4,036
-169
-4% -$15.3K 0.01% 633
2025
Q2 		$416K Buy
4,205
+2,039
+94% +$197K 0.01% 599
2025
Q1 		$224K Sell
2,166
-46
-2% -$4.49K 0.01% 611
2024
Q4 		$205K Sell
2,212
-59
-3% -$5.92K 0.01% 611
2024
Q3 		$236K Sell
2,271
-346
-13% -$33K 0.01% 578
2024
Q2 		$252K Buy
2,617
+68
+3% +$6.55K 0.01% 548
2024
Q1 		$253K Buy
2,549
+111
+5% +$10.3K 0.01% 577
2023
Q4 		$218K Sell
2,438
-101
-4% -$8.4K 0.01% 608
2023
Q3 		$204K Sell
2,539
-563
-18% -$48.1K 0.01% 601
2023
Q2 		$276K Buy
3,102
+225
+8% +$19K 0.01% 548
2023
Q1 		$243K Sell
2,877
-121
-4% -$10K 0.01% 579
2022
Q4 		$235K Buy
+2,998
New +$221K 0.01% 576
2022
Q3 		– Sell
-3,049
Closed -$216K – 642
2022
Q2 		$216K Buy
3,049
+6
+0.2% +$442 0.01% 604
2022
Q1 		$235K Sell
3,043
-66
-2% -$5.28K 0.01% 632
2021
Q4 		$271K Sell
3,109
-100
-3% -$8.37K 0.01% 609
2021
Q3 		$264K Sell
3,209
-9
-0.3% -$791 0.01% 593
2021
Q2 		$263K Buy
3,218
+15
+0.5% +$1.15K 0.01% 708
2021
Q1 		$219K Sell
3,203
-48
-1% -$3.14K 0.01% 722
2020
Q4 		$219K Sell
3,251
-47
-1% -$3.05K 0.01% 730
2020
Q3 		$205K Sell
3,298
-240
-7% -$14.7K 0.01% 711
2020
Q2 		$202K Buy
+3,538
New +$183K 0.01% 712

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

Hancock Whitney's OTIS Position: Q2 2026 in Review

Hancock Whitney reduced its Otis Worldwide (OTIS) stake by 0.96% in Q2 2026, selling an estimated $2.84K and leaving 3,900 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Hancock Whitney first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $416K in Q2 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Hancock Whitney held 3,900 shares of Otis Worldwide worth $279K as of Q2 2026.
  • Hancock Whitney sold 38 Otis Worldwide shares in Q2 2026, an estimated $2.84K.
  • Otis Worldwide made up ﹤0.01% of Hancock Whitney's portfolio in Q2 2026, its #683 holding.
  • Hancock Whitney first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Hancock Whitney's Otis Worldwide position peaked at $416K in Q2 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Hancock Whitney's 13F filing for Q2 2026, filed 14 Aug 2026.