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 Q2	$176K	Buy	2,410 +40	+2%	+$2.99K	﹤0.01%	333
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 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

Manning & Napier Advisors's OTIS Position: Q2 2026 in Review

Manning & Napier Advisors increased its Otis Worldwide (OTIS) stake by 1.7% in Q2 2026, buying an estimated $2.99K and bringing the position to 2,410 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Manning & Napier Advisors first reported a position in OTIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $254K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Manning & Napier Advisors held 2,410 shares of Otis Worldwide worth $176K as of Q2 2026.
Manning & Napier Advisors bought 40 Otis Worldwide shares in Q2 2026, an estimated $2.99K.
Otis Worldwide made up ﹤0.01% of Manning & Napier Advisors's portfolio in Q2 2026, its #333 holding.
Manning & Napier Advisors first reported a position in Otis Worldwide in Q2 2024 and has held it in 9 quarters since.
Manning & Napier Advisors's Otis Worldwide position peaked at $254K in Q1 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Manning & Napier Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.