MPM
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MBB Public Markets’s Otis Worldwide OTIS Stock Holding History

MBB Public Markets’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
2025
Q3 		– Sell
-2,525
Closed -$250K – 363
2025
Q2 		$250K Sell
2,525
-588
-19% -$56.8K 0.03% 361
2025
Q1 		$321K Buy
+3,113
New +$304K 0.04% 215
2024
Q4 		– Sell
-3,060
Closed -$318K – 428
2024
Q3 		$318K Sell
3,060
-26,930
-90% -$2.57M 0.03% 373
2024
Q2 		$2.89M Buy
+29,990
New +$2.89M 0.06% 263
2022
Q1 		– Sell
-3,398
Closed -$296K – 350
2021
Q4 		$296K Buy
+3,398
New +$284K 0.01% 362

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return