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McMillan Office’s Otis Worldwide OTIS Stock Holding History

McMillan Office’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 		$3.03M Sell
42,260
-215
-0.5% -$16.1K 0.35% 46
2026
Q1 		$3.27M Sell
42,475
-2,350
-5% -$206K 0.42% 40
2025
Q4 		$3.92M Buy
+44,825
New +$4.01M 0.47% 34

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

McMillan Office's OTIS Position: Q2 2026 in Review

McMillan Office reduced its Otis Worldwide (OTIS) stake by 0.51% in Q2 2026, selling an estimated $16.1K and leaving 42,260 shares worth $3.03M. The position accounts for 0.35% of the portfolio, ranked #46.

McMillan Office first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.92M in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • McMillan Office held 42,260 shares of Otis Worldwide worth $3.03M as of Q2 2026.
  • McMillan Office sold 215 Otis Worldwide shares in Q2 2026, an estimated $16.1K.
  • Otis Worldwide made up 0.35% of McMillan Office's portfolio in Q2 2026, its #46 holding.
  • McMillan Office first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • McMillan Office's Otis Worldwide position peaked at $3.92M in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.