Truist Financial
OTIS icon

Truist Financial’s Otis Worldwide OTIS Stock Holding History

Truist Financial’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 		$3.27M Buy
45,610
+6,711
+17% +$501K ﹤0.01% 1127
2026
Q1 		$3M Sell
38,899
-4,648
-11% -$407K ﹤0.01% 1100
2025
Q4 		$3.8M Sell
43,547
-1,368
-3% -$122K 0.01% 971
2025
Q3 		$4.11M Sell
44,915
-335
-0.7% -$30.4K 0.01% 986
2025
Q2 		$4.48M Sell
45,250
-3,112
-6% -$300K 0.01% 907
2025
Q1 		$4.99M Sell
48,362
-4,436
-8% -$433K 0.01% 839
2024
Q4 		$4.89M Sell
52,798
-2,560
-5% -$257K 0.01% 836
2024
Q3 		$5.75M Sell
55,358
-4,061
-7% -$387K 0.01% 775
2024
Q2 		$5.72M Sell
59,419
-4,331
-7% -$417K 0.01% 806
2024
Q1 		$6.33M Sell
63,750
-6,732
-10% -$622K 0.01% 794
2023
Q4 		$6.31M Sell
70,482
-775
-1% -$64.4K 0.01% 785
2023
Q3 		$5.72M Sell
71,257
-1,379
-2% -$118K 0.01% 794
2023
Q2 		$6.47M Sell
72,636
-7,406
-9% -$624K 0.01% 743
2023
Q1 		$6.76M Sell
80,042
-1,124
-1% -$93K 0.01% 722
2022
Q4 		$6.36M Buy
81,166
+3,395
+4% +$251K 0.01% 730
2022
Q3 		$4.96M Sell
77,771
-3,351
-4% -$245K 0.01% 791
2022
Q2 		$5.73M Sell
81,122
-1,266
-2% -$93.2K 0.01% 756
2022
Q1 		$6.34M Sell
82,388
-11,320
-12% -$905K 0.01% 795
2021
Q4 		$8.16M Buy
93,708
+2,478
+3% +$207K 0.01% 720
2021
Q3 		$7.51M Sell
91,230
-908
-1% -$79.8K 0.01% 737
2021
Q2 		$7.54M Sell
92,138
-528
-0.6% -$40.6K 0.01% 737
2021
Q1 		$6.34M Sell
92,666
-12,016
-11% -$785K 0.01% 758
2020
Q4 		$7.07M Sell
104,682
-6,605
-6% -$428K 0.01% 706
2020
Q3 		$6.95M Sell
111,287
-26,666
-19% -$1.63M 0.02% 656
2020
Q2 		$7.84M Buy
+137,953
New +$7.15M 0.02% 592

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

Truist Financial's OTIS Position: Q2 2026 in Review

Truist Financial increased its Otis Worldwide (OTIS) stake by 17% in Q2 2026, buying an estimated $501K and bringing the position to 45,610 shares worth $3.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Truist Financial first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.16M in Q4 2021. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Truist Financial held 45,610 shares of Otis Worldwide worth $3.27M as of Q2 2026.
  • Truist Financial bought 6,711 Otis Worldwide shares in Q2 2026, an estimated $501K.
  • Otis Worldwide made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1127 holding.
  • Truist Financial first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Truist Financial's Otis Worldwide position peaked at $8.16M in Q4 2021.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.