United Services Automobile Association’s Otis Worldwide OTIS Stock Holding History

United Services Automobile Association’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
2025 Q2	–	Sell	-57,371	Closed	-$5.86M	–	731
2025 Q1	$5.86M	Hold	57,371	–	–	0.18%	69
2024 Q4	$5.31M	Sell	57,371 -477	-0.8%	-$47.8K	0.17%	82
2024 Q3	$6.01M	Buy	57,848 +8,611	+17%	+$820K	0.15%	76
2024 Q2	$4.74M	Buy	49,237 +35,386	+255%	+$3.41M	0.12%	97
2024 Q1	$1.37M	Hold	13,851	–	–	0.03%	189
2023 Q4	$1.24M	Hold	13,851	–	–	0.03%	203
2023 Q3	$1.11M	Buy	13,851 +2,324	+20%	+$199K	0.03%	206
2023 Q2	$1.03M	Buy	+11,527	New	+$971K	0.03%	198
2023 Q1	–	Sell	-15,559	Closed	-$1.22M	–	476
2022 Q4	$1.22M	Hold	15,559	–	–	0.03%	257
2022 Q3	$992K	Hold	15,559	–	–	0.03%	284
2022 Q2	$1.1M	Buy	+15,559	New	+$1.15M	0.03%	269

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

United Services Automobile Association's OTIS Position: Q2 2025 in Review

United Services Automobile Association sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 57,371 shares — an estimated $5.86M sold.

United Services Automobile Association first reported a position in OTIS in Q2 2022 and held it in 11 quarters. The position peaked at $6.01M in Q3 2024. 1,270 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

United Services Automobile Association reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 57,371 Otis Worldwide shares in Q2 2025, an estimated $5.86M.
United Services Automobile Association first reported a position in Otis Worldwide in Q2 2022 and held it in 11 quarters.
United Services Automobile Association's Otis Worldwide position peaked at $6.01M in Q3 2024.
1,270 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.