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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
Q2 		$224K Sell
3,126
-174
-5% -$13K 0.07% 186
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 $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

Deseret Mutual Benefit Administrators's OTIS Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators reduced its Otis Worldwide (OTIS) stake by 5.3% in Q2 2026, selling an estimated $13K and leaving 3,126 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #186.

Deseret Mutual Benefit Administrators first reported a position in OTIS in Q2 2021 and has held it in 21 quarters since. The position peaked at $328K in Q4 2021. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Deseret Mutual Benefit Administrators held 3,126 shares of Otis Worldwide worth $224K as of Q2 2026.
  • Deseret Mutual Benefit Administrators sold 174 Otis Worldwide shares in Q2 2026, an estimated $13K.
  • Otis Worldwide made up 0.07% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #186 holding.
  • Deseret Mutual Benefit Administrators first reported a position in Otis Worldwide in Q2 2021 and has held it in 21 quarters since.
  • Deseret Mutual Benefit Administrators's Otis Worldwide position peaked at $328K in Q4 2021.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.