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
2021 Q4	–	Sell	-57,600	Closed	-$5K	–	3389
2021 Q3	$5K	Buy	+57,600	New	+$5.06M	﹤0.01%	3366

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Nuveen's OTIS Position: Q2 2026 in Review

Nuveen reduced its Otis Worldwide (OTIS) stake by 18% in Q2 2026, selling an estimated $16.2M and leaving 961,010 shares worth $68.8M. The position accounts for 0.02% of the portfolio, ranked #539.

Nuveen first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $159M in Q2 2021. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Nuveen held 961,010 shares of Otis Worldwide worth $68.8M as of Q2 2026.
Nuveen sold 216,378 Otis Worldwide shares in Q2 2026, an estimated $16.2M.
Otis Worldwide made up 0.02% of Nuveen's portfolio in Q2 2026, its #539 holding.
Nuveen first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Nuveen's Otis Worldwide position peaked at $159M in Q2 2021.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.