Truist Financial
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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
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 $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

Truist Financial's OTIS Position: Q1 2026 in Review

Truist Financial reduced its Otis Worldwide (OTIS) stake by 11% in Q1 2026, selling an estimated $407K and leaving 38,899 shares worth $3M. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Truist Financial first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.16M in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Truist Financial held 38,899 shares of Otis Worldwide worth $3M as of Q1 2026.
  • Truist Financial sold 4,648 Otis Worldwide shares in Q1 2026, an estimated $407K.
  • Otis Worldwide made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1100 holding.
  • Truist Financial first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Truist Financial's Otis Worldwide position peaked at $8.16M in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.