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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
Q2 		$239K Hold
3,343
– – 0.04% 158
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 $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

Northwest Bancshares's OTIS Position: Q2 2026 in Review

Northwest Bancshares held its Otis Worldwide (OTIS) position steady in Q2 2026 at 3,343 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #158.

Northwest Bancshares first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $364K in Q3 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Northwest Bancshares held 3,343 shares of Otis Worldwide worth $239K as of Q2 2026.
  • Northwest Bancshares left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.04% of Northwest Bancshares's portfolio in Q2 2026, its #158 holding.
  • Northwest Bancshares first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Northwest Bancshares's Otis Worldwide position peaked at $364K in Q3 2024.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Northwest Bancshares's 13F filing for Q2 2026, filed 14 Aug 2026.