VOYA Investment Management
OTIS icon

VOYA Investment Management’s Otis Worldwide OTIS Stock Holding History

VOYA Investment 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
Q2 		$6.37M Sell
88,933
-1,385
-2% -$103K 0.01% 775
2026
Q1 		$6.96M Sell
90,318
-17,433
-16% -$1.53M 0.01% 725
2025
Q4 		$9.41M Sell
107,751
-32,837
-23% -$2.94M 0.01% 667
2025
Q3 		$12.9M Sell
140,588
-242,641
-63% -$22M 0.01% 598
2025
Q2 		$37.9M Sell
383,229
-80,645
-17% -$7.79M 0.04% 382
2025
Q1 		$47.9M Sell
463,874
-69,699
-13% -$6.81M 0.05% 318
2024
Q4 		$49.4M Sell
533,573
-56,085
-10% -$5.62M 0.05% 328
2024
Q3 		$61.3M Sell
589,658
-173,623
-23% -$16.5M 0.06% 289
2024
Q2 		$73.5M Buy
763,281
+50,414
+7% +$4.86M 0.07% 261
2024
Q1 		$70.8M Buy
712,867
+73,703
+12% +$6.81M 0.07% 270
2023
Q4 		$57.2M Sell
639,164
-87,757
-12% -$7.3M 0.06% 308
2023
Q3 		$58.3M Buy
726,921
+160,534
+28% +$13.7M 0.06% 297
2023
Q2 		$50.4M Buy
566,387
+95,980
+20% +$8.09M 0.05% 330
2023
Q1 		$39.7M Buy
470,407
+26,451
+6% +$2.19M 0.04% 383
2022
Q4 		$34.8M Buy
443,956
+129,351
+41% +$9.55M 0.04% 407
2022
Q3 		$20.1M Buy
314,605
+52,182
+20% +$3.82M 0.02% 502
2022
Q2 		$18.5M Buy
262,423
+680
+0.3% +$50.1K 0.05% 334
2022
Q1 		$20.1M Buy
261,743
+96,300
+58% +$7.7M 0.04% 358
2021
Q4 		$14.4M Sell
165,443
-8,190
-5% -$686K 0.03% 477
2021
Q3 		$14.3M Buy
173,633
+2,749
+2% +$242K 0.03% 442
2021
Q2 		$14M Buy
170,884
+3,261
+2% +$251K 0.03% 479
2021
Q1 		$11.5M Sell
167,623
-7,549
-4% -$493K 0.02% 529
2020
Q4 		$11.8M Sell
175,172
-13,270
-7% -$861K 0.02% 508
2020
Q3 		$11.8M Sell
188,442
-4,545
-2% -$278K 0.03% 477
2020
Q2 		$11M Buy
+192,987
New +$10M 0.03% 498

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 $3.38T AUM 44.17% 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 Investment Management's OTIS Position: Q2 2026 in Review

VOYA Investment Management reduced its Otis Worldwide (OTIS) stake by 1.5% in Q2 2026, selling an estimated $103K and leaving 88,933 shares worth $6.37M. The position accounts for 0.01% of the portfolio, ranked #775.

VOYA Investment Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $73.5M in Q2 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • VOYA Investment Management held 88,933 shares of Otis Worldwide worth $6.37M as of Q2 2026.
  • VOYA Investment Management sold 1,385 Otis Worldwide shares in Q2 2026, an estimated $103K.
  • Otis Worldwide made up 0.01% of VOYA Investment Management's portfolio in Q2 2026, its #775 holding.
  • VOYA Investment Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • VOYA Investment Management's Otis Worldwide position peaked at $73.5M in Q2 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on VOYA Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.