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
Q2 		$6.2M Sell
86,566
-12,908
-13% -$964K 0.02% 352
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 		$12M Sell
145,387
-2,509
-2% -$221K 0.07% 245
2021
Q2 		$12.1M Buy
147,896
+21,531
+17% +$1.66M 0.08% 237
2021
Q1 		$8.65M 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 $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

Nisa Investment Advisors's OTIS Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Otis Worldwide (OTIS) stake by 13% in Q2 2026, selling an estimated $964K and leaving 86,566 shares worth $6.2M. The position accounts for 0.02% of the portfolio, ranked #352.

Nisa Investment Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $12.1M in Q2 2021. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Nisa Investment Advisors held 86,566 shares of Otis Worldwide worth $6.2M as of Q2 2026.
  • Nisa Investment Advisors sold 12,908 Otis Worldwide shares in Q2 2026, an estimated $964K.
  • Otis Worldwide made up 0.02% of Nisa Investment Advisors's portfolio in Q2 2026, its #352 holding.
  • Nisa Investment Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Nisa Investment Advisors's Otis Worldwide position peaked at $12.1M in Q2 2021.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.