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
2025
Q4 		– Sell
-18,600
Closed -$1.7M – 7295
2025
Q3 		$1.7M Buy
+18,600
New +$1.69M ﹤0.01% 3428
2025
Q1 		– Sell
-75,000
Closed -$6.95M – 7201
2024
Q4 		$6.95M Hold
75,000
– – ﹤0.01% 2177
2024
Q3 		$7.8M Buy
+75,000
New +$7.15M ﹤0.01% 2050

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

Wells Fargo's OTIS Position: Q2 2026 in Review

Wells Fargo increased its Otis Worldwide (OTIS) stake by 18% in Q2 2026, buying an estimated $10.2M and bringing the position to 880,714 shares worth $63.1M. The position accounts for 0.01% of the portfolio, ranked #904.

Wells Fargo first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $142M in Q2 2021. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Wells Fargo held 880,714 shares of Otis Worldwide worth $63.1M as of Q2 2026.
  • Wells Fargo bought 136,430 Otis Worldwide shares in Q2 2026, an estimated $10.2M.
  • Otis Worldwide made up 0.01% of Wells Fargo's portfolio in Q2 2026, its #904 holding.
  • Wells Fargo first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Wells Fargo's Otis Worldwide position peaked at $142M in Q2 2021.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.