MPWT
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MassMutual Private Wealth & Trust’s Otis Worldwide OTIS Stock Holding History

MassMutual Private Wealth & Trust’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 		$105K Sell
1,473
-803
-35% -$60K ﹤0.01% 574
2026
Q1 		$175K Sell
2,276
-454
-17% -$39.7K ﹤0.01% 455
2025
Q4 		$238K Buy
2,730
+20
+0.7% +$1.79K 0.01% 417
2025
Q3 		$248K Sell
2,710
-334
-11% -$30.3K 0.01% 409
2025
Q2 		$301K Buy
3,044
+79
+3% +$7.63K 0.01% 384
2025
Q1 		$306K Buy
2,965
+758
+34% +$74.1K 0.01% 373
2024
Q4 		$204K Buy
2,207
+100
+5% +$10K 0.01% 451
2024
Q3 		$219K Sell
2,107
-168
-7% -$16K 0.01% 393
2024
Q2 		$219K Buy
2,275
+408
+22% +$39.3K 0.01% 386
2024
Q1 		$185K Buy
1,867
+124
+7% +$11.5K 0.01% 391
2023
Q4 		$156K Buy
1,743
+320
+22% +$26.6K 0.01% 401
2023
Q3 		$114K Sell
1,423
-271
-16% -$23.2K ﹤0.01% 430
2023
Q2 		$151K Buy
1,694
+64
+4% +$5.39K 0.01% 386
2023
Q1 		$138K Sell
1,630
-65
-4% -$5.38K 0.01% 386
2022
Q4 		$133K Buy
1,695
+36
+2% +$2.66K 0.01% 382
2022
Q3 		$106K Buy
1,659
+7
+0.4% +$512 ﹤0.01% 382
2022
Q2 		$117K Sell
1,652
-282
-15% -$20.8K 0.01% 369
2022
Q1 		$149K Buy
1,934
+31
+2% +$2.48K 0.01% 357
2021
Q4 		$166K Sell
1,903
-1,023
-35% -$85.6K 0.01% 353
2021
Q3 		$241K Sell
2,926
-163
-5% -$14.3K 0.01% 334
2021
Q2 		$253K Buy
3,089
+634
+26% +$48.8K 0.01% 329
2021
Q1 		$168K Sell
2,455
-1,425
-37% -$93.2K 0.01% 346
2020
Q4 		$262K Sell
3,880
-1,814
-32% -$118K 0.01% 324
2020
Q3 		$355K Sell
5,694
-4,212
-43% -$258K 0.02% 292
2020
Q2 		$563K Buy
+9,906
New +$513K 0.04% 232

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's OTIS Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Otis Worldwide (OTIS) stake by 35% in Q2 2026, selling an estimated $60K and leaving 1,473 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

MassMutual Private Wealth & Trust first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $563K in Q2 2020. 483 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,473 shares of Otis Worldwide worth $105K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 803 Otis Worldwide shares in Q2 2026, an estimated $60K.
  • Otis Worldwide made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #574 holding.
  • MassMutual Private Wealth & Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • MassMutual Private Wealth & Trust's Otis Worldwide position peaked at $563K in Q2 2020.
  • 483 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.