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MCF Advisors’s Otis Worldwide OTIS Stock Holding History

MCF Advisors’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 		$32.5K Sell
421
-142
-25% -$12.4K ﹤0.01% 701
2025
Q4 		$49.2K Buy
563
+498
+766% +$44.6K ﹤0.01% 514
2025
Q3 		$5.94K Hold
65
– – ﹤0.01% 778
2025
Q2 		$6.44K Hold
65
– – ﹤0.01% 722
2025
Q1 		$6.71K Sell
65
-18
-22% -$1.76K ﹤0.01% 709
2024
Q4 		$7.69K Hold
83
– – ﹤0.01% 700
2024
Q3 		$8.63K Sell
83
-121
-59% -$11.5K ﹤0.01% 674
2024
Q2 		$19.6K Buy
204
+33
+19% +$3.18K ﹤0.01% 541
2024
Q1 		$17K Hold
171
– – ﹤0.01% 557
2023
Q4 		$15.3K Hold
171
– – ﹤0.01% 548
2023
Q3 		$13.7K Hold
171
– – ﹤0.01% 538
2023
Q2 		$15.2K Hold
171
– – ﹤0.01% 508
2023
Q1 		$14.4K Hold
171
– – ﹤0.01% 523
2022
Q4 		$13.4K Hold
171
– – ﹤0.01% 501
2022
Q3 		$11K Hold
171
– – ﹤0.01% 545
2022
Q2 		$12K Sell
171
-75
-30% -$5.52K ﹤0.01% 501
2022
Q1 		$19K Buy
+246
New +$19.7K ﹤0.01% 463
2021
Q4 		– Sell
-246
Closed -$20K – 486
2021
Q3 		$20K Buy
246
+18
+8% +$1.58K ﹤0.01% 416
2021
Q2 		$19K Hold
228
– – ﹤0.01% 390
2021
Q1 		$16K Hold
228
– – ﹤0.01% 394
2020
Q4 		$15K Hold
228
– – ﹤0.01% 363
2020
Q3 		$14K Sell
228
-68
-23% -$4.16K ﹤0.01% 355
2020
Q2 		$17K Buy
+296
New +$15.3K ﹤0.01% 317

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

MCF Advisors's OTIS Position: Q1 2026 in Review

MCF Advisors reduced its Otis Worldwide (OTIS) stake by 25% in Q1 2026, selling an estimated $12.4K and leaving 421 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

MCF Advisors first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $49.2K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • MCF Advisors held 421 shares of Otis Worldwide worth $32.5K as of Q1 2026.
  • MCF Advisors sold 142 Otis Worldwide shares in Q1 2026, an estimated $12.4K.
  • Otis Worldwide made up ﹤0.01% of MCF Advisors's portfolio in Q1 2026, its #701 holding.
  • MCF Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • MCF Advisors's Otis Worldwide position peaked at $49.2K in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.