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 Q2	$10.9K	Hold	152	–	–	﹤0.01%	631
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s OTIS Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Otis Worldwide (OTIS) position steady in Q2 2026 at 152 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Johnson Financial Group Inc (Wisconsin) first reported a position in OTIS in Q1 2021 and has held it in 19 quarters since. The position peaked at $213K in Q4 2023. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 152 shares of Otis Worldwide worth $10.9K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #631 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Otis Worldwide in Q1 2021 and has held it in 19 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Otis Worldwide position peaked at $213K in Q4 2023.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.