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Voya Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Voya Financial Advisors’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 		$342K Buy
+4,685
New +$350K 0.03% 157
2021
Q1 		– Sell
-3,305
Closed -$221K – 681
2020
Q4 		$221K Sell
3,305
-556
-14% -$36.1K 0.01% 587
2020
Q3 		$241K Sell
3,861
-1,387
-26% -$84.8K 0.01% 522
2020
Q2 		$297K Buy
+5,248
New +$272K 0.02% 469

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

Voya Financial Advisors's OTIS Position: Q2 2026 in Review

Voya Financial Advisors opened a new position in Otis Worldwide (OTIS) in Q2 2026: 4,685 shares worth $342K. The stake represents 0.03% of the portfolio and ranks #157 among its holdings. This is a return to the name: Voya Financial Advisors previously reported a position in OTIS as recently as Q4 2020.

Voya Financial Advisors first reported a position in OTIS in Q2 2020 and has held it in 4 quarters since. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Voya Financial Advisors held 4,685 shares of Otis Worldwide worth $342K as of Q2 2026.
  • Otis Worldwide was a new Voya Financial Advisors position in Q2 2026.
  • Otis Worldwide made up 0.03% of Voya Financial Advisors's portfolio in Q2 2026, its #157 holding.
  • Voya Financial Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 4 quarters since.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Voya Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.