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MAI Capital Management’s Otis Worldwide OTIS Stock Holding History

MAI Capital Management’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 		– Hold
0
– – – 2707

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

MAI Capital Management's OTIS Position: Q1 2026 in Review

MAI Capital Management reduced its Otis Worldwide (OTIS) stake by 9.1% in Q1 2026, selling an estimated $462K and leaving 52,877 shares worth $4.08M. The position accounts for 0.02% of the portfolio, ranked #451.

MAI Capital Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $22.3M in Q4 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • MAI Capital Management held 52,877 shares of Otis Worldwide worth $4.08M as of Q1 2026.
  • MAI Capital Management sold 5,277 Otis Worldwide shares in Q1 2026, an estimated $462K.
  • Otis Worldwide made up 0.02% of MAI Capital Management's portfolio in Q1 2026, its #451 holding.
  • MAI Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • MAI Capital Management's Otis Worldwide position peaked at $22.3M in Q4 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.