Wells Fargo
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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 		$4.62M Buy
+60,000
New +$5.25M ﹤0.01% 2655
2025
Q1 		– Sell
-75,000
Closed -$6.95M – 7202
2024
Q4 		$6.95M Hold
75,000
– – ﹤0.01% 2178
2024
Q3 		$7.8M Buy
+75,000
New +$7.15M ﹤0.01% 2051

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.