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Elo Mutual Pension Insurance’s Otis Worldwide OTIS Stock Holding History

Elo Mutual Pension Insurance’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 		$4.96M Sell
69,251
-13,985
-17% -$1.04M 0.06% 213
2026
Q1 		$6.42M Buy
83,236
+5,194
+7% +$454K 0.11% 159
2025
Q4 		$6.82M Buy
78,042
+7,703
+11% +$689K 0.1% 162
2025
Q3 		$6.43M Buy
70,339
+17,753
+34% +$1.61M 0.11% 163
2025
Q2 		$5.21M Buy
52,586
+2,549
+5% +$246K 0.11% 157
2025
Q1 		$5.16M Buy
50,037
+7,270
+17% +$710K 0.12% 150
2024
Q4 		$3.96M Buy
42,767
+7,076
+20% +$710K 0.08% 218
2024
Q3 		$3.71M Buy
35,691
+746
+2% +$71.1K 0.08% 220
2024
Q2 		$3.36M Sell
34,945
-2,551
-7% -$246K 0.08% 209
2024
Q1 		$3.72M Buy
37,496
+1,548
+4% +$143K 0.09% 211
2023
Q4 		$3.22M Buy
35,948
+1,357
+4% +$113K 0.09% 215
2023
Q3 		$2.78M Buy
34,591
+584
+2% +$49.9K 0.09% 215
2023
Q2 		$3.03M Buy
34,007
+728
+2% +$61.3K 0.09% 202
2023
Q1 		$2.81M Buy
33,279
+608
+2% +$50.3K 0.09% 207
2022
Q4 		$2.56M Buy
32,671
+832
+3% +$61.4K 0.09% 212
2022
Q3 		$2.03M Sell
31,839
-1,659
-5% -$121K 0.08% 234
2022
Q2 		$2.37M Buy
33,498
+1,762
+6% +$130K 0.08% 215
2022
Q1 		$2.44M Buy
31,736
+775
+3% +$61.9K 0.07% 240
2021
Q4 		$2.7M Buy
30,961
+2,053
+7% +$172K 0.07% 223
2021
Q3 		$2.38M Hold
28,908
– – 0.08% 212
2021
Q2 		$2.36M Sell
28,908
-782
-3% -$60.2K 0.08% 215
2021
Q1 		$2.03M Buy
29,690
+439
+2% +$28.7K 0.07% 236
2020
Q4 		$1.98M Buy
+29,251
New +$1.9M 0.07% 231

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 $3.38T AUM 44.17% 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

Elo Mutual Pension Insurance's OTIS Position: Q2 2026 in Review

Elo Mutual Pension Insurance reduced its Otis Worldwide (OTIS) stake by 17% in Q2 2026, selling an estimated $1.04M and leaving 69,251 shares worth $4.96M. The position accounts for 0.06% of the portfolio, ranked #213.

Elo Mutual Pension Insurance first reported a position in OTIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.82M in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Elo Mutual Pension Insurance held 69,251 shares of Otis Worldwide worth $4.96M as of Q2 2026.
  • Elo Mutual Pension Insurance sold 13,985 Otis Worldwide shares in Q2 2026, an estimated $1.04M.
  • Otis Worldwide made up 0.06% of Elo Mutual Pension Insurance's portfolio in Q2 2026, its #213 holding.
  • Elo Mutual Pension Insurance first reported a position in Otis Worldwide in Q4 2020 and has held it in 23 quarters since.
  • Elo Mutual Pension Insurance's Otis Worldwide position peaked at $6.82M in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.