KeyBank National Association
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KeyBank National Association’s Otis Worldwide OTIS Stock Holding History

KeyBank National Association’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 		$3.13M Sell
43,759
-6,560
-13% -$490K 0.01% 387
2026
Q1 		$3.88M Sell
50,319
-3,263
-6% -$285K 0.01% 342
2025
Q4 		$4.68M Sell
53,582
-1,481
-3% -$132K 0.02% 306
2025
Q3 		$5.03M Sell
55,063
-3,087
-5% -$280K 0.02% 297
2025
Q2 		$5.76M Sell
58,150
-1,077
-2% -$104K 0.02% 279
2025
Q1 		$6.11M Buy
59,227
+9
+0% +$879 0.02% 267
2024
Q4 		$5.48M Sell
59,218
-1,771
-3% -$178K 0.02% 275
2024
Q3 		$6.34M Sell
60,989
-844
-1% -$80.4K 0.02% 263
2024
Q2 		$5.95M Sell
61,833
-5,650
-8% -$544K 0.02% 265
2024
Q1 		$6.7M Sell
67,483
-1,490
-2% -$138K 0.03% 254
2023
Q4 		$6.17M Sell
68,973
-5,640
-8% -$469K 0.03% 258
2023
Q3 		$5.99M Sell
74,613
-1,888
-2% -$161K 0.03% 249
2023
Q2 		$6.81M Sell
76,501
-4,383
-5% -$369K 0.03% 240
2023
Q1 		$6.83M Buy
80,884
+2,224
+3% +$184K 0.03% 239
2022
Q4 		$6.16M Sell
78,660
-3,747
-5% -$277K 0.03% 241
2022
Q3 		$5.26M Sell
82,407
-2,873
-3% -$210K 0.03% 248
2022
Q2 		$6.03M Sell
85,280
-3,569
-4% -$263K 0.03% 238
2022
Q1 		$6.84M Sell
88,849
-7,539
-8% -$603K 0.03% 234
2021
Q4 		$8.39M Sell
96,388
-7,093
-7% -$594K 0.03% 227
2021
Q3 		$8.52M Sell
103,481
-5,214
-5% -$458K 0.04% 221
2021
Q2 		$8.89M Sell
108,695
-17,106
-14% -$1.32M 0.04% 220
2021
Q1 		$8.61M Sell
125,801
-26,998
-18% -$1.76M 0.04% 225
2020
Q4 		$10.3M Sell
152,799
-49,054
-24% -$3.18M 0.05% 197
2020
Q3 		$12.6M Sell
201,853
-95,437
-32% -$5.84M 0.07% 175
2020
Q2 		$16.9M Buy
+297,290
New +$15.4M 0.1% 148

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

KeyBank National Association's OTIS Position: Q2 2026 in Review

KeyBank National Association reduced its Otis Worldwide (OTIS) stake by 13% in Q2 2026, selling an estimated $490K and leaving 43,759 shares worth $3.13M. The position accounts for 0.01% of the portfolio, ranked #387.

KeyBank National Association first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $16.9M in Q2 2020. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • KeyBank National Association held 43,759 shares of Otis Worldwide worth $3.13M as of Q2 2026.
  • KeyBank National Association sold 6,560 Otis Worldwide shares in Q2 2026, an estimated $490K.
  • Otis Worldwide made up 0.01% of KeyBank National Association's portfolio in Q2 2026, its #387 holding.
  • KeyBank National Association first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • KeyBank National Association's Otis Worldwide position peaked at $16.9M in Q2 2020.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.