Mather Group’s Otis Worldwide OTIS Stock Holding History

Mather Group’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	$197K	Sell	2,555 -726	-22%	-$63.5K	﹤0.01%	740
2025 Q4	$287K	Buy	3,281 +371	+13%	+$33.2K	﹤0.01%	535
2025 Q3	$266K	Sell	2,910 -560	-16%	-$50.8K	﹤0.01%	546
2025 Q2	$344K	Sell	3,470 -499	-13%	-$48.2K	﹤0.01%	466
2025 Q1	$410K	Buy	3,969 +555	+16%	+$54.2K	﹤0.01%	421
2024 Q4	$316K	Buy	3,414 +40	+1%	+$4.01K	﹤0.01%	456
2024 Q3	$351K	Sell	3,374 -428	-11%	-$40.8K	﹤0.01%	432
2024 Q2	$377K	Buy	3,802 +1,771	+87%	+$171K	﹤0.01%	476
2024 Q1	$182K	Buy	+2,031	New	+$188K	﹤0.01%	546
2023 Q3	–	Sell	-1,231	Closed	-$110K	–	596
2023 Q2	$110K	Buy	+1,231	New	+$104K	﹤0.01%	563

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mather Group's OTIS Position: Q1 2026 in Review

Mather Group reduced its Otis Worldwide (OTIS) stake by 22% in Q1 2026, selling an estimated $63.5K and leaving 2,555 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Mather Group first reported a position in OTIS in Q2 2023 and has held it in 10 quarters since. The position peaked at $410K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Mather Group held 2,555 shares of Otis Worldwide worth $197K as of Q1 2026.
Mather Group sold 726 Otis Worldwide shares in Q1 2026, an estimated $63.5K.
Otis Worldwide made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #740 holding.
Mather Group first reported a position in Otis Worldwide in Q2 2023 and has held it in 10 quarters since.
Mather Group's Otis Worldwide position peaked at $410K in Q1 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.