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Nuveen’s Otis Worldwide OTIS Stock Holding History

Nuveen’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 		$90.8M Buy
1,177,388
+318,111
+37% +$27.8M 0.02% 421
2025
Q4 		$75.1M Sell
859,277
-85,398
-9% -$7.64M 0.02% 484
2025
Q3 		$86.4M Sell
944,675
-28,112
-3% -$2.55M 0.02% 441
2025
Q2 		$96.3M Buy
972,787
+81,420
+9% +$7.86M 0.03% 399
2025
Q1 		$92M Buy
891,367
+25,454
+3% +$2.49M 0.03% 419
2024
Q4 		$80.2M Sell
865,913
-16,978
-2% -$1.7M 0.02% 461
2024
Q3 		$91.8M Buy
882,891
+1,328
+0.2% +$127K 0.03% 442
2024
Q2 		$84.9M Sell
881,563
-105,771
-11% -$10.2M 0.02% 453
2024
Q1 		$98M Sell
987,334
-24,449
-2% -$2.26M 0.03% 434
2023
Q4 		$90.5M Sell
1,011,783
-359,032
-26% -$29.9M 0.03% 427
2023
Q3 		$110M Sell
1,370,815
-23,683
-2% -$2.03M 0.04% 351
2023
Q2 		$124M Sell
1,394,498
-134,990
-9% -$11.4M 0.04% 328
2023
Q1 		$129M Sell
1,529,488
-2,638
-0.2% -$218K 0.05% 317
2022
Q4 		$120M Sell
1,532,126
-444,248
-22% -$32.8M 0.05% 333
2022
Q3 		$126M Sell
1,976,374
-87,961
-4% -$6.44M 0.05% 318
2022
Q2 		$146M Buy
2,064,335
+262,367
+15% +$19.3M 0.06% 296
2022
Q1 		$139M Sell
1,801,968
-16,999
-0.9% -$1.36M 0.05% 340
2021
Q4 		$158M Sell
1,818,967
-39,103
-2% -$3.27M 0.05% 329
2021
Q3 		$153M Sell
1,858,070
-89,399
-5% -$7.86M 0.05% 328
2021
Q2 		$159M Buy
1,947,469
+196,948
+11% +$15.2M 0.05% 339
2021
Q1 		$120M Buy
1,750,521
+18,103
+1% +$1.18M 0.04% 402
2020
Q4 		$117M Sell
1,732,418
-169,216
-9% -$11M 0.04% 395
2020
Q3 		$119M Sell
1,901,634
-264,486
-12% -$16.2M 0.05% 329
2020
Q2 		$123M Buy
+2,166,120
New +$112M 0.05% 316

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

Nuveen's OTIS Position: Q1 2026 in Review

Nuveen increased its Otis Worldwide (OTIS) stake by 37% in Q1 2026, buying an estimated $27.8M and bringing the position to 1,177,388 shares worth $90.8M. The position accounts for 0.02% of the portfolio, ranked #421.

Nuveen first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $159M in Q2 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Nuveen held 1,177,388 shares of Otis Worldwide worth $90.8M as of Q1 2026.
  • Nuveen bought 318,111 Otis Worldwide shares in Q1 2026, an estimated $27.8M.
  • Otis Worldwide made up 0.02% of Nuveen's portfolio in Q1 2026, its #421 holding.
  • Nuveen first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Nuveen's Otis Worldwide position peaked at $159M in Q2 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.