Thrivent Financial for Lutherans
OTIS icon

Thrivent Financial for Lutherans’s Otis Worldwide OTIS Stock Holding History

Thrivent Financial for Lutherans’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 		$2.62M Sell
36,585
-49,483
-57% -$3.7M ﹤0.01% 1351
2026
Q1 		$6.63M Sell
86,068
-69
-0.1% -$6.04K 0.01% 790
2025
Q4 		$7.52M Buy
86,137
+451
+0.5% +$40.3K 0.01% 783
2025
Q3 		$7.83M Sell
85,686
-26,427
-24% -$2.4M 0.02% 695
2025
Q2 		$11.1M Buy
112,113
+80,000
+249% +$7.72M 0.02% 532
2025
Q1 		$3.31M Sell
32,113
-119
-0.4% -$11.6K 0.01% 995
2024
Q4 		$2.98M Sell
32,232
-4,380
-12% -$439K 0.01% 1172
2024
Q3 		$3.81M Buy
36,612
+2,825
+8% +$269K 0.01% 1055
2024
Q2 		$3.25M Sell
33,787
-1,387
-4% -$134K 0.01% 1085
2024
Q1 		$3.49M Sell
35,174
-483
-1% -$44.6K 0.01% 1050
2023
Q4 		$3.19M Sell
35,657
-1,926
-5% -$160K 0.01% 1060
2023
Q3 		$3.02M Buy
37,583
+19,989
+114% +$1.71M 0.01% 1034
2023
Q2 		$1.57M Sell
17,594
-215
-1% -$18.1K ﹤0.01% 1507
2023
Q1 		$1.5M Sell
17,809
-32
-0.2% -$2.65K ﹤0.01% 1508
2022
Q4 		$1.4M Sell
17,841
-83
-0.5% -$6.13K ﹤0.01% 1514
2022
Q3 		$1.14M Sell
17,924
-18
-0.1% -$1.32K ﹤0.01% 1591
2022
Q2 		$1.27M Sell
17,942
-31
-0.2% -$2.28K ﹤0.01% 1552
2022
Q1 		$1.38M Sell
17,973
-121
-0.7% -$9.67K ﹤0.01% 1594
2021
Q4 		$1.57M Sell
18,094
-213
-1% -$17.8K ﹤0.01% 1558
2021
Q3 		$1.51M Sell
18,307
-371,520
-95% -$32.7M ﹤0.01% 1559
2021
Q2 		$31.9M Buy
389,827
+2,805
+0.7% +$216K 0.06% 339
2021
Q1 		$26.5M Buy
387,022
+17,329
+5% +$1.13M 0.06% 372
2020
Q4 		$25M Sell
369,693
-48,339
-12% -$3.14M 0.06% 394
2020
Q3 		$26.1M Sell
418,032
-84,068
-17% -$5.14M 0.07% 329
2020
Q2 		$28.5M Buy
+502,100
New +$26M 0.09% 276

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Thrivent Financial for Lutherans's OTIS Position: Q2 2026 in Review

Thrivent Financial for Lutherans reduced its Otis Worldwide (OTIS) stake by 57% in Q2 2026, selling an estimated $3.7M and leaving 36,585 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Thrivent Financial for Lutherans first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $31.9M in Q2 2021. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Thrivent Financial for Lutherans held 36,585 shares of Otis Worldwide worth $2.62M as of Q2 2026.
  • Thrivent Financial for Lutherans sold 49,483 Otis Worldwide shares in Q2 2026, an estimated $3.7M.
  • Otis Worldwide made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #1351 holding.
  • Thrivent Financial for Lutherans first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Thrivent Financial for Lutherans's Otis Worldwide position peaked at $31.9M in Q2 2021.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.