NB
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Northwest Bancshares’s Otis Worldwide OTIS Stock Holding History

Northwest Bancshares’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 		$258K Sell
3,343
-87
-3% -$7.61K 0.05% 146
2025
Q4 		$300K Sell
3,430
-75
-2% -$6.71K 0.06% 142
2025
Q3 		$320K Hold
3,505
– – 0.05% 149
2025
Q2 		$347K Hold
3,505
– – 0.06% 144
2025
Q1 		$362K Hold
3,505
– – 0.07% 140
2024
Q4 		$325K Hold
3,505
– – 0.06% 145
2024
Q3 		$364K Sell
3,505
-76
-2% -$7.24K 0.06% 149
2024
Q2 		$345K Hold
3,581
– – 0.06% 142
2024
Q1 		$355K Hold
3,581
– – 0.06% 149
2023
Q4 		$320K Sell
3,581
-32
-0.9% -$2.66K 0.06% 140
2023
Q3 		$290K Sell
3,613
-125
-3% -$10.7K 0.06% 161
2023
Q2 		$333K Hold
3,738
– – 0.06% 146
2023
Q1 		$315K Sell
3,738
-185
-5% -$15.3K 0.06% 152
2022
Q4 		$307K Buy
3,923
+132
+3% +$9.75K 0.06% 152
2022
Q3 		$242K Buy
3,791
+88
+2% +$6.44K 0.06% 160
2022
Q2 		$262K Sell
3,703
-100
-3% -$7.37K 0.06% 158
2022
Q1 		$293K Sell
3,803
-77
-2% -$6.15K 0.06% 169
2021
Q4 		$338K Sell
3,880
-39
-1% -$3.27K 0.07% 166
2021
Q3 		$322K Sell
3,919
-27
-0.7% -$2.37K 0.07% 175
2021
Q2 		$323K Sell
3,946
-509
-11% -$39.2K 0.07% 175
2021
Q1 		$305K Buy
4,455
+532
+14% +$34.8K 0.07% 183
2020
Q4 		$264K Sell
3,923
-282
-7% -$18.3K 0.07% 190
2020
Q3 		$262K Sell
4,205
-642
-13% -$39.3K 0.07% 193
2020
Q2 		$275K Buy
+4,847
New +$251K 0.07% 185

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

Northwest Bancshares's OTIS Position: Q1 2026 in Review

Northwest Bancshares reduced its Otis Worldwide (OTIS) stake by 2.5% in Q1 2026, selling an estimated $7.61K and leaving 3,343 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #146.

Northwest Bancshares first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $364K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Northwest Bancshares held 3,343 shares of Otis Worldwide worth $258K as of Q1 2026.
  • Northwest Bancshares sold 87 Otis Worldwide shares in Q1 2026, an estimated $7.61K.
  • Otis Worldwide made up 0.05% of Northwest Bancshares's portfolio in Q1 2026, its #146 holding.
  • Northwest Bancshares first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Northwest Bancshares's Otis Worldwide position peaked at $364K in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Northwest Bancshares's 13F filing for Q1 2026, filed 12 May 2026.