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MetLife Investment Management’s Otis Worldwide OTIS Stock Holding History

MetLife Investment Management’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 		$7M Sell
90,850
-2,579
-3% -$226K 0.04% 478
2025
Q4 		$8.16M Sell
93,429
-3,992
-4% -$357K 0.04% 425
2025
Q3 		$8.91M Sell
97,421
-3,149
-3% -$286K 0.04% 395
2025
Q2 		$9.96M Sell
100,570
-2,463
-2% -$238K 0.06% 315
2025
Q1 		$10.6M Sell
103,033
-2,687
-3% -$263K 0.06% 312
2024
Q4 		$9.79M Buy
105,720
+1,509
+1% +$151K 0.05% 266
2024
Q3 		$10.8M Sell
104,211
-3,625
-3% -$345K 0.06% 239
2024
Q2 		$10.4M Buy
107,836
+11,741
+12% +$1.13M 0.06% 234
2024
Q1 		$9.54M Sell
96,095
-4,337
-4% -$401K 0.06% 241
2023
Q4 		$8.99M Sell
100,432
-2,455
-2% -$204K 0.06% 243
2023
Q3 		$8.26M Sell
102,887
-3,027
-3% -$259K 0.06% 249
2023
Q2 		$9.43M Sell
105,914
-3,218
-3% -$271K 0.07% 234
2023
Q1 		$9.21M Sell
109,132
-1,690
-2% -$140K 0.07% 233
2022
Q4 		$8.68M Sell
110,822
-2,918
-3% -$215K 0.07% 238
2022
Q3 		$7.26M Sell
113,740
-2,274
-2% -$166K 0.06% 272
2022
Q2 		$8.2M Buy
116,014
+377
+0.3% +$27.8K 0.06% 242
2022
Q1 		$8.9M Buy
115,637
+21,789
+23% +$1.74M 0.06% 277
2021
Q4 		$8.17M Sell
93,848
-2,543
-3% -$213K 0.07% 240
2021
Q3 		$7.93M Buy
96,391
+2,867
+3% +$252K 0.07% 228
2021
Q2 		$7.65M Sell
93,524
-3,618
-4% -$278K 0.07% 244
2021
Q1 		$6.65M Sell
97,142
-1,749
-2% -$114K 0.06% 282
2020
Q4 		$6.68M Sell
98,891
-4,324
-4% -$281K 0.06% 273
2020
Q3 		$6.44M Sell
103,215
-3,254
-3% -$199K 0.07% 249
2020
Q2 		$6.05M Buy
+106,469
New +$5.52M 0.07% 253

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

MetLife Investment Management's OTIS Position: Q1 2026 in Review

MetLife Investment Management reduced its Otis Worldwide (OTIS) stake by 2.8% in Q1 2026, selling an estimated $226K and leaving 90,850 shares worth $7M. The position accounts for 0.04% of the portfolio, ranked #478.

MetLife Investment Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $10.8M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • MetLife Investment Management held 90,850 shares of Otis Worldwide worth $7M as of Q1 2026.
  • MetLife Investment Management sold 2,579 Otis Worldwide shares in Q1 2026, an estimated $226K.
  • Otis Worldwide made up 0.04% of MetLife Investment Management's portfolio in Q1 2026, its #478 holding.
  • MetLife Investment Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • MetLife Investment Management's Otis Worldwide position peaked at $10.8M in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on MetLife Investment Management's 13F filing for Q1 2026, filed 14 May 2026.