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
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 $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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Massachusetts Financial Services's OTIS Position: Q1 2026 in Review

Massachusetts Financial Services increased its Otis Worldwide (OTIS) stake by 11% in Q1 2026, buying an estimated $66.2M and bringing the position to 7,600,270 shares worth $598M. The position accounts for 0.2% of the portfolio, ranked #119.

Massachusetts Financial Services first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $953M in Q4 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Massachusetts Financial Services held 7,600,270 shares of Otis Worldwide worth $598M as of Q1 2026.
  • Massachusetts Financial Services bought 757,201 Otis Worldwide shares in Q1 2026, an estimated $66.2M.
  • Otis Worldwide made up 0.2% of Massachusetts Financial Services's portfolio in Q1 2026, its #119 holding.
  • Massachusetts Financial Services first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Massachusetts Financial Services's Otis Worldwide position peaked at $953M in Q4 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.