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Manning & Napier Advisors’s Otis Worldwide OTIS Stock Holding History

Manning & Napier 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
Q1 		$183K Hold
2,370
– – ﹤0.01% 315
2025
Q4 		$207K Sell
2,370
-54
-2% -$4.83K ﹤0.01% 292
2025
Q3 		$222K Sell
2,424
-40
-2% -$3.63K ﹤0.01% 282
2025
Q2 		$244K Hold
2,464
– – ﹤0.01% 272
2025
Q1 		$254K Hold
2,464
– – ﹤0.01% 283
2024
Q4 		$228K Buy
2,464
+40
+2% +$4.01K ﹤0.01% 272
2024
Q3 		$252K Hold
2,424
– – ﹤0.01% 290
2024
Q2 		$233K Buy
+2,424
New +$234K ﹤0.01% 272

Other funds holding OTIS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Manning & Napier Advisors's OTIS Position: Q1 2026 in Review

Manning & Napier Advisors held its Otis Worldwide (OTIS) position steady in Q1 2026 at 2,370 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Manning & Napier Advisors first reported a position in OTIS in Q2 2024 and has held it in 8 quarters since. The position peaked at $254K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Manning & Napier Advisors held 2,370 shares of Otis Worldwide worth $183K as of Q1 2026.
  • Manning & Napier Advisors left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Manning & Napier Advisors's portfolio in Q1 2026, its #315 holding.
  • Manning & Napier Advisors first reported a position in Otis Worldwide in Q2 2024 and has held it in 8 quarters since.
  • Manning & Napier Advisors's Otis Worldwide position peaked at $254K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Manning & Napier Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.