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
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 $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

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

Northwestern Mutual Wealth Management reduced its Otis Worldwide (OTIS) stake by 60% in Q1 2026, selling an estimated $2.36M and leaving 17,702 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Northwestern Mutual Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.82M in Q2 2024. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Northwestern Mutual Wealth Management held 17,702 shares of Otis Worldwide worth $1.36M as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 26,962 Otis Worldwide shares in Q1 2026, an estimated $2.36M.
  • Otis Worldwide made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1233 holding.
  • Northwestern Mutual Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Northwestern Mutual Wealth Management's Otis Worldwide position peaked at $5.82M in Q2 2024.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.