Massachusetts Financial Services
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Massachusetts Financial Services’s Otis Worldwide OTIS Stock Holding History

Massachusetts Financial Services’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 		$304M Sell
4,103,431
-3,496,839
-46% -$261M 0.1% 207
2026
Q1 		$598M Buy
7,600,270
+757,201
+11% +$66.2M 0.2% 119
2025
Q4 		$598M Sell
6,843,069
-248,945
-4% -$22.3M 0.19% 125
2025
Q3 		$648M Buy
7,092,014
+181,739
+3% +$16.5M 0.2% 124
2025
Q2 		$684M Sell
6,910,275
-258,058
-4% -$24.9M 0.22% 119
2025
Q1 		$740M Sell
7,168,333
-437,229
-6% -$42.7M 0.25% 111
2024
Q4 		$704M Sell
7,605,562
-438,127
-5% -$43.9M 0.22% 120
2024
Q3 		$836M Sell
8,043,689
-204,229
-2% -$19.5M 0.25% 115
2024
Q2 		$794M Buy
8,247,918
+907,972
+12% +$87.5M 0.24% 108
2024
Q1 		$729M Sell
7,339,946
-146,385
-2% -$13.5M 0.22% 122
2023
Q4 		$670M Sell
7,486,331
-230,311
-3% -$19.2M 0.22% 118
2023
Q3 		$620M Sell
7,716,642
-256,471
-3% -$21.9M 0.22% 118
2023
Q2 		$710M Sell
7,973,113
-177,617
-2% -$15M 0.23% 116
2023
Q1 		$688M Sell
8,150,730
-165,676
-2% -$13.7M 0.24% 117
2022
Q4 		$651M Sell
8,316,406
-416,268
-5% -$30.7M 0.23% 122
2022
Q3 		$557M Sell
8,732,674
-1,393,001
-14% -$102M 0.21% 131
2022
Q2 		$716M Sell
10,125,675
-336,844
-3% -$24.8M 0.25% 110
2022
Q1 		$805M Sell
10,462,519
-485,079
-4% -$38.8M 0.24% 103
2021
Q4 		$953M Buy
10,947,598
+51,646
+0.5% +$4.32M 0.26% 104
2021
Q3 		$897M Sell
10,895,952
-160,150
-1% -$14.1M 0.26% 106
2021
Q2 		$904M Sell
11,056,102
-405,995
-4% -$31.2M 0.26% 107
2021
Q1 		$785M Sell
11,462,097
-161,157
-1% -$10.5M 0.24% 114
2020
Q4 		$785M Sell
11,623,254
-106,070
-0.9% -$6.88M 0.25% 110
2020
Q3 		$732M Sell
11,729,324
-501,959
-4% -$30.7M 0.27% 103
2020
Q2 		$695M Buy
+12,231,283
New +$634M 0.27% 98

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

Massachusetts Financial Services's OTIS Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Otis Worldwide (OTIS) stake by 46% in Q2 2026, selling an estimated $261M and leaving 4,103,431 shares worth $304M. The position accounts for 0.1% of the portfolio, ranked #207.

Massachusetts Financial Services first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $953M in Q4 2021. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Massachusetts Financial Services held 4,103,431 shares of Otis Worldwide worth $304M as of Q2 2026.
  • Massachusetts Financial Services sold 3,496,839 Otis Worldwide shares in Q2 2026, an estimated $261M.
  • Otis Worldwide made up 0.1% of Massachusetts Financial Services's portfolio in Q2 2026, its #207 holding.
  • Massachusetts Financial Services first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Massachusetts Financial Services's Otis Worldwide position peaked at $953M in Q4 2021.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.