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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
Q2 		$156K Sell
2,185
-370
-14% -$27.6K ﹤0.01% 833
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
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 $3.38T AUM 44.17% 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

Mather Group's OTIS Position: Q2 2026 in Review

Mather Group reduced its Otis Worldwide (OTIS) stake by 14% in Q2 2026, selling an estimated $27.6K and leaving 2,185 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Mather Group first reported a position in OTIS in Q2 2023 and has held it in 11 quarters since. The position peaked at $410K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Mather Group held 2,185 shares of Otis Worldwide worth $156K as of Q2 2026.
  • Mather Group sold 370 Otis Worldwide shares in Q2 2026, an estimated $27.6K.
  • Otis Worldwide made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #833 holding.
  • Mather Group first reported a position in Otis Worldwide in Q2 2023 and has held it in 11 quarters since.
  • Mather Group's Otis Worldwide position peaked at $410K in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.