MGO One Seven’s Otis Worldwide OTIS Stock Holding History

MGO One Seven’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	$1.36M	Buy	18,962 +5,304	+39%	+$396K	0.02%	624
2026 Q1	$1.05M	Buy	13,658 +6,235	+84%	+$546K	0.02%	640
2025 Q4	$648K	Buy	7,423 +847	+13%	+$75.8K	0.01%	780
2025 Q3	$601K	Buy	6,576 +3,698	+128%	+$336K	0.01%	752
2025 Q2	$285K	Buy	+2,878	New	+$278K	0.01%	963
2021 Q2	–	Sell	-8,904	Closed	-$609K	–	608
2021 Q1	$609K	Sell	8,904 -1,802	-17%	-$118K	0.1%	252
2020 Q4	$723K	Sell	10,706 -2,956	-22%	-$192K	0.15%	178
2020 Q3	$853K	Sell	13,662 -957	-7%	-$58.5K	0.2%	126
2020 Q2	$831K	Buy	+14,619	New	+$757K	0.22%	118

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

MGO One Seven's OTIS Position: Q2 2026 in Review

MGO One Seven increased its Otis Worldwide (OTIS) stake by 39% in Q2 2026, buying an estimated $396K and bringing the position to 18,962 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #624.

MGO One Seven first reported a position in OTIS in Q2 2020 and has held it in 9 quarters since. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

MGO One Seven held 18,962 shares of Otis Worldwide worth $1.36M as of Q2 2026.
MGO One Seven bought 5,304 Otis Worldwide shares in Q2 2026, an estimated $396K.
Otis Worldwide made up 0.02% of MGO One Seven's portfolio in Q2 2026, its #624 holding.
MGO One Seven first reported a position in Otis Worldwide in Q2 2020 and has held it in 9 quarters since.
1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.