Johnson Financial Group Inc (Wisconsin)’s Otis Worldwide OTIS Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q1	$11.7K	Sell	152 -6	-4%	-$525	﹤0.01%	621
2025 Q4	$13.8K	Buy	158 +77	+95%	+$6.89K	﹤0.01%	629
2025 Q3	$7.41K	Buy	+81	New	+$7.35K	﹤0.01%	810
2024 Q4	–	Sell	-729	Closed	-$75.8K	–	953
2024 Q3	$75.8K	Hold	729	–	–	﹤0.01%	475
2024 Q2	$70.2K	Hold	729	–	–	﹤0.01%	417
2024 Q1	$72.4K	Sell	729 -1,650	-69%	-$153K	﹤0.01%	389
2023 Q4	$213K	Buy	2,379 +2,226	+1,455%	+$185K	0.01%	288
2023 Q3	$12.3K	Hold	153	–	–	﹤0.01%	517
2023 Q2	$13.6K	Sell	153 -100	-40%	-$8.43K	﹤0.01%	525
2023 Q1	$21.4K	Buy	253 +153	+153%	+$12.7K	﹤0.01%	485
2022 Q4	$7.83K	Buy	100 +65	+186%	+$4.8K	﹤0.01%	513
2022 Q3	$2K	Sell	35 -870	-96%	-$63.6K	﹤0.01%	588
2022 Q2	$64K	Buy	905 +6	+0.7%	+$442	﹤0.01%	363
2022 Q1	$69K	Hold	899	–	–	﹤0.01%	393
2021 Q4	$78K	Hold	899	–	–	﹤0.01%	393
2021 Q3	$74K	Sell	899 -18	-2%	-$1.58K	0.01%	363
2021 Q2	$75K	Buy	917 +18	+2%	+$1.39K	﹤0.01%	368
2021 Q1	$62K	Buy	+899	New	+$58.8K	﹤0.01%	377

Other funds holding OTIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s OTIS Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Otis Worldwide (OTIS) stake by 3.8% in Q1 2026, selling an estimated $525 and leaving 152 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Johnson Financial Group Inc (Wisconsin) first reported a position in OTIS in Q1 2021 and has held it in 18 quarters since. The position peaked at $213K in Q4 2023. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) held 152 shares of Otis Worldwide worth $11.7K as of Q1 2026.
Johnson Financial Group Inc (Wisconsin) sold 6 Otis Worldwide shares in Q1 2026, an estimated $525.
Otis Worldwide made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #621 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Otis Worldwide in Q1 2021 and has held it in 18 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Otis Worldwide position peaked at $213K in Q4 2023.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.