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Menora Mivtachim Holdings’s Otis Worldwide OTIS Stock Holding History

Menora Mivtachim Holdings’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 		$270K Hold
3,500
– – ﹤0.01% 152
2025
Q4 		$306K Hold
3,500
– – ﹤0.01% 129
2025
Q3 		$320K Hold
3,500
– – ﹤0.01% 127
2025
Q2 		$347K Sell
3,500
-1,096,496
-100% -$106M ﹤0.01% 122
2025
Q1 		$114M Sell
1,099,996
-1,339,728
-55% -$131M 0.74% 46
2024
Q4 		$226M Sell
2,439,724
-551,105
-18% -$55.3M 1.42% 23
2024
Q3 		$311M Buy
2,990,829
+528,300
+21% +$50.3M 1.96% 16
2024
Q2 		$237M Buy
2,462,529
+27,331
+1% +$2.63M 1.61% 21
2024
Q1 		$242M Sell
2,435,198
-25,638
-1% -$2.37M 1.81% 19
2023
Q4 		$220M Buy
2,460,836
+220,500
+10% +$18.3M 1.85% 17
2023
Q3 		$180M Buy
2,240,336
+33,560
+2% +$2.87M 1.63% 22
2023
Q2 		$196M Sell
2,206,776
-4,000
-0.2% -$337K 1.82% 20
2023
Q1 		$187M Sell
2,210,776
-13,400
-0.6% -$1.11M 1.93% 16
2022
Q4 		$174M Buy
2,224,176
+56,775
+3% +$4.19M 2.93% 10
2022
Q3 		$138M Buy
2,167,401
+393,101
+22% +$28.8M 2.61% 12
2022
Q2 		$125M Buy
1,774,300
+6,000
+0.3% +$442K 2.28% 13
2022
Q1 		$136M Buy
1,768,300
+244,300
+16% +$19.5M 1.97% 18
2021
Q4 		$133M Sell
1,524,000
-455,000
-23% -$38.1M 1.8% 23
2021
Q3 		$163M Sell
1,979,000
-1,500
-0.1% -$132K 2.38% 16
2021
Q2 		$162M Hold
1,980,500
– – 2.33% 16
2021
Q1 		$136M Buy
1,980,500
+467,000
+31% +$30.5M 2.22% 18
2020
Q4 		$102M Sell
1,513,500
-3,000
-0.2% -$195K 1.79% 24
2020
Q3 		$94.7M Buy
1,516,500
+505,000
+50% +$30.9M 2.11% 20
2020
Q2 		$57.5M Buy
+1,011,500
New +$52.4M 1.41% 34

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

Menora Mivtachim Holdings's OTIS Position: Q1 2026 in Review

Menora Mivtachim Holdings held its Otis Worldwide (OTIS) position steady in Q1 2026 at 3,500 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #152.

Menora Mivtachim Holdings first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $311M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Menora Mivtachim Holdings held 3,500 shares of Otis Worldwide worth $270K as of Q1 2026.
  • Menora Mivtachim Holdings left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Menora Mivtachim Holdings's portfolio in Q1 2026, its #152 holding.
  • Menora Mivtachim Holdings first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Menora Mivtachim Holdings's Otis Worldwide position peaked at $311M in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q1 2026, filed 14 May 2026.