MAS
OTIS icon

Meeder Advisory Services’s Otis Worldwide OTIS Stock Holding History

Meeder Advisory Services’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 		$300K Sell
4,193
-2,117
-34% -$158K 0.01% 557
2026
Q1 		$486K Buy
6,310
+56
+0.9% +$4.9K 0.02% 398
2025
Q4 		$546K Sell
6,254
-2,670
-30% -$239K 0.02% 380
2025
Q3 		$816K Sell
8,924
-998
-10% -$90.6K 0.04% 300
2025
Q2 		$982K Sell
9,922
-591
-6% -$57.1K 0.05% 259
2025
Q1 		$1.08M Buy
10,513
+1,675
+19% +$164K 0.07% 225
2024
Q4 		$818K Buy
8,838
+569
+7% +$57.1K 0.05% 258
2024
Q3 		$859K Buy
8,269
+386
+5% +$36.8K 0.06% 262
2024
Q2 		$759K Buy
7,883
+2,425
+44% +$234K 0.05% 261
2024
Q1 		$542K Buy
5,458
+417
+8% +$38.5K 0.06% 267
2023
Q4 		$451K Buy
5,041
+494
+11% +$41.1K 0.05% 285
2023
Q3 		$365K Sell
4,547
-1,035
-19% -$88.5K 0.05% 299
2023
Q2 		$497K Buy
5,582
+378
+7% +$31.8K 0.05% 283
2023
Q1 		$439K Buy
5,204
+708
+16% +$58.6K 0.05% 300
2022
Q4 		$352K Buy
+4,496
New +$332K 0.04% 319

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

Meeder Advisory Services's OTIS Position: Q2 2026 in Review

Meeder Advisory Services reduced its Otis Worldwide (OTIS) stake by 34% in Q2 2026, selling an estimated $158K and leaving 4,193 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #557.

Meeder Advisory Services first reported a position in OTIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.08M in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Meeder Advisory Services held 4,193 shares of Otis Worldwide worth $300K as of Q2 2026.
  • Meeder Advisory Services sold 2,117 Otis Worldwide shares in Q2 2026, an estimated $158K.
  • Otis Worldwide made up 0.01% of Meeder Advisory Services's portfolio in Q2 2026, its #557 holding.
  • Meeder Advisory Services first reported a position in Otis Worldwide in Q4 2022 and has held it in 15 quarters since.
  • Meeder Advisory Services's Otis Worldwide position peaked at $1.08M in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.