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
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 $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

Thrivent Financial for Lutherans's OTIS Position: Q1 2026 in Review

Thrivent Financial for Lutherans reduced its Otis Worldwide (OTIS) stake by 0.08% in Q1 2026, selling an estimated $6.04K and leaving 86,068 shares worth $6.63M. The position accounts for 0.01% of the portfolio, ranked #790.

Thrivent Financial for Lutherans first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $31.9M in Q2 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Thrivent Financial for Lutherans held 86,068 shares of Otis Worldwide worth $6.63M as of Q1 2026.
  • Thrivent Financial for Lutherans sold 69 Otis Worldwide shares in Q1 2026, an estimated $6.04K.
  • Otis Worldwide made up 0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #790 holding.
  • Thrivent Financial for Lutherans first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Thrivent Financial for Lutherans's Otis Worldwide position peaked at $31.9M in Q2 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.