Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Otis Worldwide OTIS Stock Holding History

Northwestern Mutual Wealth Management’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 		$1.28M Buy
17,871
+169
+1% +$12.6K ﹤0.01% 1326
2026
Q1 		$1.36M Sell
17,702
-26,962
-60% -$2.36M ﹤0.01% 1233
2025
Q4 		$3.9M Buy
44,664
+1,925
+5% +$172K ﹤0.01% 854
2025
Q3 		$3.91M Buy
42,739
+5,333
+14% +$484K ﹤0.01% 810
2025
Q2 		$3.7M Buy
37,406
+2,215
+6% +$214K ﹤0.01% 771
2025
Q1 		$3.63M Buy
35,191
+6,326
+22% +$618K ﹤0.01% 748
2024
Q4 		$2.67M Buy
28,865
+2,263
+9% +$227K ﹤0.01% 780
2024
Q3 		$2.76M Sell
26,602
-33,825
-56% -$3.22M ﹤0.01% 760
2024
Q2 		$5.82M Buy
60,427
+3,474
+6% +$335K 0.01% 555
2024
Q1 		$5.65M Buy
56,953
+7,168
+14% +$663K 0.01% 533
2023
Q4 		$4.45M Buy
49,785
+12,512
+34% +$1.04M 0.01% 565
2023
Q3 		$2.99M Buy
37,273
+21,673
+139% +$1.85M ﹤0.01% 622
2023
Q2 		$1.39M Buy
15,600
+412
+3% +$34.7K ﹤0.01% 824
2023
Q1 		$1.28M Buy
15,188
+916
+6% +$75.8K ﹤0.01% 825
2022
Q4 		$1.12M Buy
14,272
+194
+1% +$14.3K ﹤0.01% 838
2022
Q3 		$898K Sell
14,078
-1,979
-12% -$145K ﹤0.01% 855
2022
Q2 		$1.14M Buy
16,057
+2,853
+22% +$210K ﹤0.01% 787
2022
Q1 		$1.02M Sell
13,204
-286
-2% -$22.9K ﹤0.01% 845
2021
Q4 		$1.17M Buy
13,490
+257
+2% +$21.5K ﹤0.01% 773
2021
Q3 		$1.09M Buy
13,233
+448
+4% +$39.4K ﹤0.01% 737
2021
Q2 		$1.04M Sell
12,785
-457
-3% -$35.2K ﹤0.01% 754
2021
Q1 		$907K Buy
13,242
+1,013
+8% +$66.2K ﹤0.01% 739
2020
Q4 		$827K Buy
12,229
+195
+2% +$12.7K ﹤0.01% 692
2020
Q3 		$752K Sell
12,034
-883
-7% -$54K ﹤0.01% 647
2020
Q2 		$734K Buy
+12,917
New +$669K ﹤0.01% 608

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 $3.38T AUM 44.17% 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

Northwestern Mutual Wealth Management's OTIS Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Otis Worldwide (OTIS) stake by 0.95% in Q2 2026, buying an estimated $12.6K and bringing the position to 17,871 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Northwestern Mutual Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.82M in Q2 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Northwestern Mutual Wealth Management held 17,871 shares of Otis Worldwide worth $1.28M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 169 Otis Worldwide shares in Q2 2026, an estimated $12.6K.
  • Otis Worldwide made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1326 holding.
  • Northwestern Mutual Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Northwestern Mutual Wealth Management's Otis Worldwide position peaked at $5.82M in Q2 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.