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Deseret Mutual Benefit Administrators’s Otis Worldwide OTIS Stock Holding History

Deseret Mutual Benefit Administrators’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 		$254K Buy
3,300
+1,460
+79% +$128K 0.09% 173
2025
Q4 		$161K Buy
1,840
+111
+6% +$9.93K 0.07% 174
2025
Q3 		$158K Hold
1,729
– – 0.07% 170
2025
Q2 		$171K Hold
1,729
– – 0.08% 156
2025
Q1 		$178K Buy
1,729
+97
+6% +$9.48K 0.09% 145
2024
Q4 		$151K Sell
1,632
-17
-1% -$1.71K 0.07% 166
2024
Q3 		$171K Sell
1,649
-100
-6% -$9.53K 0.09% 152
2024
Q2 		$168K Buy
1,749
+69
+4% +$6.65K 0.08% 150
2024
Q1 		$167K Buy
1,680
+36
+2% +$3.33K 0.08% 150
2023
Q4 		$147K Sell
1,644
-557
-25% -$46.3K 0.08% 150
2023
Q3 		$177K Sell
2,201
-27
-1% -$2.31K 0.09% 144
2023
Q2 		$198K Buy
2,228
+48
+2% +$4.04K 0.08% 145
2023
Q1 		$184K Buy
2,180
+104
+5% +$8.61K 0.07% 150
2022
Q4 		$163K Sell
2,076
-1,351
-39% -$99.7K 0.07% 161
2022
Q3 		$219K Sell
3,427
-495
-13% -$36.2K 0.06% 186
2022
Q2 		$277K Buy
3,922
+648
+20% +$47.7K 0.06% 191
2022
Q1 		$252K Sell
3,274
-492
-13% -$39.3K 0.05% 218
2021
Q4 		$328K Buy
3,766
+966
+35% +$80.9K 0.06% 208
2021
Q3 		$230K Buy
2,800
+2,299
+459% +$202K 0.04% 240
2021
Q2 		$41K Buy
+501
New +$38.6K 0.01% 473

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

Deseret Mutual Benefit Administrators's OTIS Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its Otis Worldwide (OTIS) stake by 79% in Q1 2026, buying an estimated $128K and bringing the position to 3,300 shares worth $254K. The position accounts for 0.09% of the portfolio, ranked #173.

Deseret Mutual Benefit Administrators first reported a position in OTIS in Q2 2021 and has held it in 20 quarters since. The position peaked at $328K in Q4 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Deseret Mutual Benefit Administrators held 3,300 shares of Otis Worldwide worth $254K as of Q1 2026.
  • Deseret Mutual Benefit Administrators bought 1,460 Otis Worldwide shares in Q1 2026, an estimated $128K.
  • Otis Worldwide made up 0.09% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #173 holding.
  • Deseret Mutual Benefit Administrators first reported a position in Otis Worldwide in Q2 2021 and has held it in 20 quarters since.
  • Deseret Mutual Benefit Administrators's Otis Worldwide position peaked at $328K in Q4 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.