Nuveen
OTIS icon

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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen's OTIS Position: Q3 2026 in Review

Nuveen reduced its Otis Worldwide (OTIS) stake by 15% in Q3 2026, selling an estimated $10.1M and leaving 819,571 shares worth $52.7M. The position accounts for 0.01% of the portfolio, ranked #665.

Nuveen first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $159M in Q2 2021. 737 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Nuveen held 819,571 shares of Otis Worldwide worth $52.7M as of Q3 2026.
  • Nuveen sold 141,439 Otis Worldwide shares in Q3 2026, an estimated $10.1M.
  • Otis Worldwide made up 0.01% of Nuveen's portfolio in Q3 2026, its #665 holding.
  • Nuveen first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
  • Nuveen's Otis Worldwide position peaked at $159M in Q2 2021.
  • 737 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Nuveen's 13F filing for Q3 2026, filed 10 Nov 2026.