Wells Fargo
OTIS icon

Wells Fargo’s Otis Worldwide OTIS Stock Holding History

Wells Fargo’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 		$57.4M Buy
744,284
+152,795
+26% +$13.4M 0.01% 892
2025
Q4 		$51.7M Sell
591,489
-35,550
-6% -$3.18M 0.01% 914
2025
Q3 		$57.3M Buy
627,039
+97,810
+18% +$8.88M 0.01% 847
2025
Q2 		$52.4M Sell
529,229
-12,475
-2% -$1.2M 0.01% 835
2025
Q1 		$55.9M Sell
541,704
-105,318
-16% -$10.3M 0.01% 759
2024
Q4 		$59.9M Buy
647,022
+5,512
+0.9% +$553K 0.01% 738
2024
Q3 		$66.7M Buy
641,510
+5,535
+0.9% +$527K 0.02% 681
2024
Q2 		$61.2M Sell
635,975
-30,417
-5% -$2.93M 0.01% 682
2024
Q1 		$66.2M Buy
666,392
+39,535
+6% +$3.65M 0.02% 658
2023
Q4 		$56.1M Buy
626,857
+4,979
+0.8% +$414K 0.01% 688
2023
Q3 		$49.9M Sell
621,878
-121,566
-16% -$10.4M 0.01% 675
2023
Q2 		$66.2M Sell
743,444
-5,327
-0.7% -$449K 0.02% 595
2023
Q1 		$63.2M Sell
748,771
-32,183
-4% -$2.66M 0.02% 607
2022
Q4 		$61.2M Sell
780,954
-37,029
-5% -$2.73M 0.02% 606
2022
Q3 		$52.2M Sell
817,983
-23,528
-3% -$1.72M 0.02% 618
2022
Q2 		$59.5M Sell
841,511
-89,025
-10% -$6.56M 0.02% 604
2022
Q1 		$71.6M Sell
930,536
-21,321
-2% -$1.7M 0.02% 617
2021
Q4 		$82.9M Sell
951,857
-582,396
-38% -$48.8M 0.02% 564
2021
Q3 		$126M Sell
1,534,253
-196,310
-11% -$17.3M 0.03% 557
2021
Q2 		$142M Buy
1,730,563
+268,222
+18% +$20.6M 0.03% 514
2021
Q1 		$100M Sell
1,462,341
-222,014
-13% -$14.5M 0.02% 675
2020
Q4 		$114M Buy
1,684,355
+192,208
+13% +$12.5M 0.03% 581
2020
Q3 		$93.1M Sell
1,492,147
-259,942
-15% -$15.9M 0.03% 596
2020
Q2 		$99.6M Buy
+1,752,089
New +$90.8M 0.03% 547

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

Wells Fargo's OTIS Position: Q1 2026 in Review

Wells Fargo increased its Otis Worldwide (OTIS) stake by 26% in Q1 2026, buying an estimated $13.4M and bringing the position to 744,284 shares worth $57.4M. The position accounts for 0.01% of the portfolio, ranked #892.

Wells Fargo first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $142M in Q2 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Wells Fargo held 744,284 shares of Otis Worldwide worth $57.4M as of Q1 2026.
  • Wells Fargo bought 152,795 Otis Worldwide shares in Q1 2026, an estimated $13.4M.
  • Otis Worldwide made up 0.01% of Wells Fargo's portfolio in Q1 2026, its #892 holding.
  • Wells Fargo first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Wells Fargo's Otis Worldwide position peaked at $142M in Q2 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.