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Securian Asset Management’s Otis Worldwide OTIS Stock Holding History

Securian Asset 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 		$749K Sell
10,196
-301
-3% -$22.5K 0.03% 478
2026
Q1 		$809K Sell
10,497
-100
-0.9% -$8.75K 0.03% 408
2025
Q4 		$926K Sell
10,597
-8,356
-44% -$748K 0.04% 358
2025
Q3 		$1.73M Sell
18,953
-1,601
-8% -$145K 0.05% 282
2025
Q2 		$2.04M Sell
20,554
-443
-2% -$42.8K 0.06% 255
2025
Q1 		$2.17M Sell
20,997
-472
-2% -$46.1K 0.07% 242
2024
Q4 		$1.99M Sell
21,469
-684
-3% -$68.6K 0.06% 258
2024
Q3 		$2.3M Sell
22,153
-1,095
-5% -$104K 0.07% 234
2024
Q2 		$2.24M Sell
23,248
-632
-3% -$60.9K 0.07% 233
2024
Q1 		$2.37M Sell
23,880
-2,033
-8% -$188K 0.07% 241
2023
Q4 		$2.32M Sell
25,913
-3,633
-12% -$302K 0.07% 246
2023
Q3 		$2.37M Sell
29,546
-4,099
-12% -$351K 0.07% 249
2023
Q2 		$2.99M Sell
33,645
-585
-2% -$49.3K 0.08% 238
2023
Q1 		$2.89M Buy
34,230
+24
+0.1% +$1.99K 0.08% 235
2022
Q4 		$2.68M Sell
34,206
-447
-1% -$33K 0.07% 247
2022
Q3 		$2.21M Sell
34,653
-100
-0.3% -$7.32K 0.07% 271
2022
Q2 		$2.46M Sell
34,753
-206
-0.6% -$15.2K 0.06% 297
2022
Q1 		$2.69M Sell
34,959
-691
-2% -$55.2K 0.05% 326
2021
Q4 		$3.1M Sell
35,650
-682
-2% -$57.1K 0.06% 305
2021
Q3 		$2.99M Buy
36,332
+1,752
+5% +$154K 0.06% 292
2021
Q2 		$2.83M Sell
34,580
-602
-2% -$46.3K 0.06% 313
2021
Q1 		$2.41M Sell
35,182
-1,193
-3% -$78K 0.05% 336
2020
Q4 		$2.46M Sell
36,375
-874
-2% -$56.7K 0.06% 325
2020
Q3 		$2.33M Sell
37,249
-387
-1% -$23.7K 0.06% 312
2020
Q2 		$2.14M Buy
+37,636
New +$1.95M 0.05% 319

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Securian Asset Management's OTIS Position: Q2 2026 in Review

Securian Asset Management reduced its Otis Worldwide (OTIS) stake by 2.9% in Q2 2026, selling an estimated $22.5K and leaving 10,196 shares worth $749K. The position accounts for 0.03% of the portfolio, ranked #478.

Securian Asset Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.1M in Q4 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Securian Asset Management held 10,196 shares of Otis Worldwide worth $749K as of Q2 2026.
  • Securian Asset Management sold 301 Otis Worldwide shares in Q2 2026, an estimated $22.5K.
  • Otis Worldwide made up 0.03% of Securian Asset Management's portfolio in Q2 2026, its #478 holding.
  • Securian Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Securian Asset Management's Otis Worldwide position peaked at $3.1M in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Securian Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.