Mercer Global Advisors
OTIS icon

Mercer Global Advisors’s Otis Worldwide OTIS Stock Holding History

Mercer Global 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 		$4.47M Sell
57,980
-5,437
-9% -$476K 0.01% 804
2025
Q4 		$5.54M Buy
63,417
+1,983
+3% +$177K 0.01% 683
2025
Q3 		$5.62M Buy
61,434
+16,496
+37% +$1.5M 0.01% 627
2025
Q2 		$4.45M Buy
44,938
+128
+0.3% +$12.4K 0.01% 599
2025
Q1 		$4.62M Sell
44,810
-1,663
-4% -$162K 0.01% 558
2024
Q4 		$4.3M Sell
46,473
-2,477
-5% -$248K 0.01% 588
2024
Q3 		$5.08M Buy
48,950
+3,518
+8% +$335K 0.01% 495
2024
Q2 		$4.36M Buy
45,432
+1,014
+2% +$97.7K 0.01% 484
2024
Q1 		$4.41M Sell
44,418
-2,292
-5% -$212K 0.01% 492
2023
Q4 		$4.18M Buy
46,710
+9,305
+25% +$774K 0.01% 519
2023
Q3 		$3M Sell
37,405
-3,369
-8% -$288K 0.01% 578
2023
Q2 		$3.63M Buy
40,774
+246
+0.6% +$20.7K 0.01% 538
2023
Q1 		$3.42M Buy
40,528
+1,779
+5% +$147K 0.02% 527
2022
Q4 		$3.03M Buy
38,749
+530
+1% +$39.1K 0.02% 567
2022
Q3 		$2.44M Sell
38,219
-3,403
-8% -$249K 0.01% 581
2022
Q2 		$2.94M Buy
41,622
+2,248
+6% +$166K 0.02% 512
2022
Q1 		$3.03M Buy
39,374
+11,580
+42% +$926K 0.02% 524
2021
Q4 		$2.42M Sell
27,794
-3,691
-12% -$309K 0.01% 555
2021
Q3 		$2.59M Buy
31,485
+7,651
+32% +$673K 0.02% 523
2021
Q2 		$1.95M Buy
23,834
+1,833
+8% +$141K 0.02% 580
2021
Q1 		$1.51M Buy
22,001
+8,639
+65% +$565K 0.01% 633
2020
Q4 		$903K Buy
13,362
+6,304
+89% +$409K 0.01% 636
2020
Q3 		$441K Sell
7,058
-3,092
-30% -$189K 0.01% 817
2020
Q2 		$577K Buy
+10,150
New +$526K 0.01% 631

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

Mercer Global Advisors's OTIS Position: Q1 2026 in Review

Mercer Global Advisors reduced its Otis Worldwide (OTIS) stake by 8.6% in Q1 2026, selling an estimated $476K and leaving 57,980 shares worth $4.47M. The position accounts for 0.01% of the portfolio, ranked #804.

Mercer Global Advisors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.62M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Mercer Global Advisors held 57,980 shares of Otis Worldwide worth $4.47M as of Q1 2026.
  • Mercer Global Advisors sold 5,437 Otis Worldwide shares in Q1 2026, an estimated $476K.
  • Otis Worldwide made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #804 holding.
  • Mercer Global Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Mercer Global Advisors's Otis Worldwide position peaked at $5.62M in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.