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 Q2	$30.1K	Hold	421	–	–	﹤0.01%	792
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

MCF Advisors's OTIS Position: Q2 2026 in Review

MCF Advisors held its Otis Worldwide (OTIS) position steady in Q2 2026 at 421 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

MCF Advisors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $49.2K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

MCF Advisors held 421 shares of Otis Worldwide worth $30.1K as of Q2 2026.
MCF Advisors left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #792 holding.
MCF Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
MCF Advisors's Otis Worldwide position peaked at $49.2K in Q4 2025.
1,229 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.