Victory Capital Management
OTIS icon

Victory Capital Management’s Otis Worldwide OTIS Stock Holding History

Victory Capital Management’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 		$57.3M Sell
743,228
-78,673
-10% -$6.88M 0.04% 474
2025
Q4 		$71.8M Sell
821,901
-7,878
-0.9% -$705K 0.04% 403
2025
Q3 		$75.9M Sell
829,779
-12,530
-1% -$1.14M 0.04% 382
2025
Q2 		$83.4M Buy
842,309
+676
+0.1% +$65.3K 0.05% 362
2025
Q1 		$86.9M Buy
841,633
+7,989
+1% +$780K 0.09% 271
2024
Q4 		$77.2M Buy
833,644
+148,297
+22% +$14.9M 0.08% 293
2024
Q3 		$71.2M Buy
685,347
+158,010
+30% +$15.1M 0.07% 352
2024
Q2 		$50.8M Buy
527,337
+208,322
+65% +$20.1M 0.05% 438
2024
Q1 		$31.7M Sell
319,015
-849
-0.3% -$78.5K 0.03% 648
2023
Q4 		$28.6M Sell
319,864
-40,112
-11% -$3.34M 0.03% 644
2023
Q3 		$28.9M Buy
359,976
+16,353
+5% +$1.4M 0.03% 611
2023
Q2 		$30.6M Sell
343,623
-22,579
-6% -$1.9M 0.03% 599
2023
Q1 		$30.9M Sell
366,202
-25,799
-7% -$2.13M 0.03% 620
2022
Q4 		$30.7M Buy
392,001
+42,101
+12% +$3.11M 0.04% 622
2022
Q3 		$22.3M Sell
349,900
-31,423
-8% -$2.3M 0.03% 752
2022
Q2 		$26.9M Buy
381,323
+1,598
+0.4% +$118K 0.03% 700
2022
Q1 		$27.7M Sell
379,725
-3,884
-1% -$310K 0.03% 759
2021
Q4 		$33.4M Buy
383,609
+15,605
+4% +$1.31M 0.03% 718
2021
Q3 		$30.3M Buy
368,004
+14,378
+4% +$1.26M 0.03% 727
2021
Q2 		$28.9M Sell
353,626
-4,821
-1% -$371K 0.03% 765
2021
Q1 		$24.5M Buy
358,447
+60,047
+20% +$3.93M 0.03% 826
2020
Q4 		$20.2M Sell
298,400
-117,668
-28% -$7.63M 0.02% 870
2020
Q3 		$26M Buy
416,068
+243,561
+141% +$14.9M 0.03% 679
2020
Q2 		$9.81M Buy
+172,507
New +$8.94M 0.01% 1017

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

Victory Capital Management's OTIS Position: Q1 2026 in Review

Victory Capital Management reduced its Otis Worldwide (OTIS) stake by 9.6% in Q1 2026, selling an estimated $6.88M and leaving 743,228 shares worth $57.3M. The position accounts for 0.04% of the portfolio, ranked #474.

Victory Capital Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $86.9M in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Victory Capital Management held 743,228 shares of Otis Worldwide worth $57.3M as of Q1 2026.
  • Victory Capital Management sold 78,673 Otis Worldwide shares in Q1 2026, an estimated $6.88M.
  • Otis Worldwide made up 0.04% of Victory Capital Management's portfolio in Q1 2026, its #474 holding.
  • Victory Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Victory Capital Management's Otis Worldwide position peaked at $86.9M in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Victory Capital Management's 13F filing for Q1 2026, filed 15 May 2026.