Nisa Investment Advisors
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Nisa Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Nisa Investment 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 		$7.67M Sell
99,474
-2,418
-2% -$212K 0.03% 309
2025
Q4 		$8.9M Sell
101,892
-5,926
-5% -$530K 0.03% 291
2025
Q3 		$9.86M Sell
107,818
-12,488
-10% -$1.13M 0.04% 268
2025
Q2 		$11.9M Buy
120,306
+3,619
+3% +$349K 0.05% 234
2025
Q1 		$12M Buy
116,687
+16,061
+16% +$1.57M 0.06% 237
2024
Q4 		$9.32M Sell
100,626
-15,633
-13% -$1.57M 0.04% 303
2024
Q3 		$12.1M Sell
116,259
-2,806
-2% -$267K 0.07% 253
2024
Q2 		$11.5M Buy
119,065
+314
+0.3% +$30.3K 0.07% 253
2024
Q1 		$11.8M Sell
118,751
-6,542
-5% -$605K 0.08% 244
2023
Q4 		$11.2M Sell
125,293
-491
-0.4% -$40.8K 0.08% 242
2023
Q3 		$10.1M Sell
125,784
-7,832
-6% -$670K 0.08% 257
2023
Q2 		$11.9M Buy
133,616
+4,379
+3% +$369K 0.09% 241
2023
Q1 		$10.9M Buy
129,237
+31,464
+32% +$2.6M 0.09% 253
2022
Q4 		$7.66M Sell
97,773
-6,768
-6% -$500K 0.06% 323
2022
Q3 		$6.68M Sell
104,541
-33,019
-24% -$2.42M 0.06% 315
2022
Q2 		$9.72M Buy
137,560
+15,105
+12% +$1.11M 0.09% 241
2022
Q1 		$9.42M Sell
122,455
-15,594
-11% -$1.25M 0.07% 276
2021
Q4 		$11.8M Sell
138,049
-7,338
-5% -$614K 0.09% 232
2021
Q3 		$12K Sell
145,387
-2,509
-2% -$221K 0.07% 245
2021
Q2 		$12.1K Buy
147,896
+21,531
+17% +$1.66M 0.08% 237
2021
Q1 		$8.65K Sell
126,365
-420
-0.3% -$27.5K 0.05% 296
2020
Q4 		$8.56M Buy
126,785
+1,800
+1% +$117K 0.06% 306
2020
Q3 		$7.8M Sell
124,985
-4,500
-3% -$275K 0.06% 281
2020
Q2 		$7.36M Buy
+129,485
New +$6.71M 0.07% 265

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

Nisa Investment Advisors's OTIS Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Otis Worldwide (OTIS) stake by 2.4% in Q1 2026, selling an estimated $212K and leaving 99,474 shares worth $7.67M. The position accounts for 0.03% of the portfolio, ranked #309.

Nisa Investment Advisors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $12.1M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Nisa Investment Advisors held 99,474 shares of Otis Worldwide worth $7.67M as of Q1 2026.
  • Nisa Investment Advisors sold 2,418 Otis Worldwide shares in Q1 2026, an estimated $212K.
  • Otis Worldwide made up 0.03% of Nisa Investment Advisors's portfolio in Q1 2026, its #309 holding.
  • Nisa Investment Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Nisa Investment Advisors's Otis Worldwide position peaked at $12.1M in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.