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Natixis’s Otis Worldwide OTIS Stock Holding History

Natixis’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 		$2.69M Sell
37,602
-24,538
-39% -$1.83M 0.01% 560
2026
Q1 		$4.79M Sell
62,140
-51,582
-45% -$4.51M 0.02% 435
2025
Q4 		$9.93M Buy
113,722
+15,810
+16% +$1.41M 0.04% 334
2025
Q3 		$8.95M Buy
97,912
+13,886
+17% +$1.26M 0.04% 317
2025
Q2 		$8.32M Buy
84,026
+58,286
+226% +$5.63M 0.04% 268
2025
Q1 		$2.63M Buy
25,740
+15,394
+149% +$1.5M 0.01% 389
2024
Q4 		$958K Buy
+10,346
New +$1.04M 0.01% 612
2024
Q3 		– Sell
-291,277
Closed -$28M – 1072
2024
Q2 		$28M Buy
291,277
+253,785
+677% +$24.5M 0.16% 106
2024
Q1 		$3.72M Buy
+37,492
New +$3.47M 0.02% 344
2023
Q4 		– Sell
-1,949
Closed -$157K – 1136
2023
Q3 		$157K Buy
+1,949
New +$167K ﹤0.01% 739
2023
Q1 		– Sell
-27,719
Closed -$2.17M – 1141
2022
Q4 		$2.17M Buy
27,719
+1,840
+7% +$136K 0.01% 522
2022
Q3 		$1.65M Sell
25,879
-9,731
-27% -$712K 0.01% 650
2022
Q2 		$2.52M Sell
35,610
-123,594
-78% -$9.1M 0.01% 614
2022
Q1 		$12.3M Buy
+159,204
New +$12.7M 0.04% 370
2021
Q4 		– Sell
-233,360
Closed -$19.2M – 1317
2021
Q3 		$19.2M Buy
233,360
+65,967
+39% +$5.8M 0.07% 244
2021
Q2 		$13.7M Sell
167,393
-163,074
-49% -$12.6M 0.06% 234
2021
Q1 		$22.6M Buy
330,467
+264,091
+398% +$17.3M 0.07% 240
2020
Q4 		$4.48M Sell
66,376
-3,128
-5% -$203K 0.02% 533
2020
Q3 		$4.34M Sell
69,504
-13,285
-16% -$813K 0.03% 299
2020
Q2 		$4.71M Buy
+82,789
New +$4.29M 0.04% 301

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's OTIS Position: Q2 2026 in Review

Natixis reduced its Otis Worldwide (OTIS) stake by 39% in Q2 2026, selling an estimated $1.83M and leaving 37,602 shares worth $2.69M. The position accounts for 0.01% of the portfolio, ranked #560.

Natixis first reported a position in OTIS in Q2 2020 and has held it in 20 quarters since. The position peaked at $28M in Q2 2024. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Natixis held 37,602 shares of Otis Worldwide worth $2.69M as of Q2 2026.
  • Natixis sold 24,538 Otis Worldwide shares in Q2 2026, an estimated $1.83M.
  • Otis Worldwide made up 0.01% of Natixis's portfolio in Q2 2026, its #560 holding.
  • Natixis first reported a position in Otis Worldwide in Q2 2020 and has held it in 20 quarters since.
  • Natixis's Otis Worldwide position peaked at $28M in Q2 2024.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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