NMIMC
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Northwestern Mutual Investment Management Company’s Otis Worldwide OTIS Stock Holding History

Northwestern Mutual Investment Management Company’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 		$959K Sell
12,439
-13
-0.1% -$1.14K 0.01% 587
2025
Q4 		$1.09M Sell
12,452
-57
-0.5% -$5.1K 0.01% 560
2025
Q3 		$1.14M Sell
12,509
-81
-0.6% -$7.35K 0.02% 524
2025
Q2 		$1.25M Sell
12,590
-21
-0.2% -$2.03K 0.02% 463
2025
Q1 		$1.3M Sell
12,611
-73
-0.6% -$7.13K 0.02% 435
2024
Q4 		$1.17M Sell
12,684
-10
-0.1% -$1K 0.03% 490
2024
Q3 		$1.32M Sell
12,694
-173
-1% -$16.5K 0.03% 434
2024
Q2 		$1.24M Buy
12,867
+2
+0% +$193 0.03% 437
2024
Q1 		$1.28M Sell
12,865
-89
-0.7% -$8.23K 0.03% 435
2023
Q4 		$1.16M Sell
12,954
-42
-0.3% -$3.49K 0.03% 444
2023
Q3 		$1.04M Sell
12,996
-40
-0.3% -$3.42K 0.03% 442
2023
Q2 		$1.16M Sell
13,036
-5
-0% -$421 0.03% 412
2023
Q1 		$1.1M Sell
13,041
-16
-0.1% -$1.32K 0.03% 409
2022
Q4 		$1.02M Sell
13,057
-2,552
-16% -$188K 0.03% 238
2022
Q3 		$996K Sell
15,609
-1,288
-8% -$94.2K 0.02% 313
2022
Q2 		$1.19M Sell
16,897
-2,006
-11% -$148K 0.03% 292
2022
Q1 		$1.46M Sell
18,903
-206
-1% -$16.5K 0.03% 294
2021
Q4 		$1.66M Sell
19,109
-275
-1% -$23K 0.03% 302
2021
Q3 		$1.59M Buy
19,384
+1,066
+6% +$93.7K 0.03% 279
2021
Q2 		$1.5M Sell
18,318
-162
-0.9% -$12.5K 0.03% 299
2021
Q1 		$1.26M Sell
18,480
-3,867
-17% -$253K 0.02% 342
2020
Q4 		$1.51M Sell
22,347
-17
-0.1% -$1.1K 0.02% 444
2020
Q3 		$1.27M Hold
22,364
– – 0.02% 430
2020
Q2 		$1.27M Buy
+22,364
New +$1.16M 0.02% 431

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Northwestern Mutual Investment Management Company's OTIS Position: Q1 2026 in Review

Northwestern Mutual Investment Management Company reduced its Otis Worldwide (OTIS) stake by 0.1% in Q1 2026, selling an estimated $1.14K and leaving 12,439 shares worth $959K. The position accounts for 0.01% of the portfolio, ranked #587.

Northwestern Mutual Investment Management Company first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.66M in Q4 2021. 1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Northwestern Mutual Investment Management Company held 12,439 shares of Otis Worldwide worth $959K as of Q1 2026.
  • Northwestern Mutual Investment Management Company sold 13 Otis Worldwide shares in Q1 2026, an estimated $1.14K.
  • Otis Worldwide made up 0.01% of Northwestern Mutual Investment Management Company's portfolio in Q1 2026, its #587 holding.
  • Northwestern Mutual Investment Management Company first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Northwestern Mutual Investment Management Company's Otis Worldwide position peaked at $1.66M in Q4 2021.
  • 1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Northwestern Mutual Investment Management Company's 13F filing for Q1 2026, filed 8 May 2026.