Natixis Advisors
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Natixis Advisors’s Otis Worldwide OTIS Stock Holding History

Natixis 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 		$3.59M Sell
50,193
-296,835
-86% -$22.2M ﹤0.01% 1023
2026
Q1 		$26.7M Buy
347,028
+14,849
+4% +$1.3M 0.04% 411
2025
Q4 		$29M Sell
332,179
-44,242
-12% -$3.96M 0.04% 382
2025
Q3 		$34.4M Buy
376,421
+33,263
+10% +$3.02M 0.05% 342
2025
Q2 		$34M Buy
343,158
+17,283
+5% +$1.67M 0.05% 326
2025
Q1 		$33.6M Buy
325,875
+44,957
+16% +$4.39M 0.06% 303
2024
Q4 		$26M Buy
280,918
+23,869
+9% +$2.39M 0.05% 360
2024
Q3 		$26.7M Sell
257,049
-9,703
-4% -$924K 0.05% 341
2024
Q2 		$25.7M Buy
266,752
+50,089
+23% +$4.83M 0.06% 321
2024
Q1 		$21.5M Buy
216,663
+62,034
+40% +$5.73M 0.05% 365
2023
Q4 		$13.8M Buy
154,629
+12,083
+8% +$1M 0.04% 474
2023
Q3 		$11.4M Sell
142,546
-4,690
-3% -$401K 0.04% 472
2023
Q2 		$13.1M Buy
147,236
+303
+0.2% +$25.5K 0.04% 443
2023
Q1 		$12.4M Buy
146,933
+30,564
+26% +$2.53M 0.04% 429
2022
Q4 		$9.11M Buy
116,369
+8,292
+8% +$612K 0.03% 510
2022
Q3 		$6.89M Sell
108,077
-7,194
-6% -$526K 0.03% 534
2022
Q2 		$8.15M Buy
115,271
+46,031
+66% +$3.39M 0.04% 496
2022
Q1 		$5.33M Sell
69,240
-8,455
-11% -$676K 0.02% 662
2021
Q4 		$6.76M Sell
77,695
-615
-0.8% -$51.5K 0.03% 566
2021
Q3 		$6.44M Buy
78,310
+3,494
+5% +$307K 0.03% 555
2021
Q2 		$6.12M Buy
74,816
+11,198
+18% +$862K 0.03% 564
2021
Q1 		$4.35M Sell
63,618
-18,050
-22% -$1.18M 0.02% 639
2020
Q4 		$5.52M Sell
81,668
-4,334
-5% -$281K 0.03% 516
2020
Q3 		$5.37M Sell
86,002
-1,614
-2% -$98.7K 0.03% 497
2020
Q2 		$4.98M Buy
+87,616
New +$4.54M 0.03% 510

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

Natixis Advisors's OTIS Position: Q2 2026 in Review

Natixis Advisors reduced its Otis Worldwide (OTIS) stake by 86% in Q2 2026, selling an estimated $22.2M and leaving 50,193 shares worth $3.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Natixis Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $34.4M in Q3 2025. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Natixis Advisors held 50,193 shares of Otis Worldwide worth $3.59M as of Q2 2026.
  • Natixis Advisors sold 296,835 Otis Worldwide shares in Q2 2026, an estimated $22.2M.
  • Otis Worldwide made up ﹤0.01% of Natixis Advisors's portfolio in Q2 2026, its #1023 holding.
  • Natixis Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Natixis Advisors's Otis Worldwide position peaked at $34.4M in Q3 2025.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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