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Mill Capital Management’s Otis Worldwide OTIS Stock Holding History

Mill Capital Management’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 		$10.4M Buy
144,579
+136
+0.1% +$10.2K 0.69% 33
2026
Q1 		$11.1M Buy
144,443
+606
+0.4% +$53K 0.85% 31
2025
Q4 		$12.6M Buy
143,837
+914
+0.6% +$81.8K 0.91% 30
2025
Q3 		$13.1M Buy
142,923
+14,703
+11% +$1.33M 0.97% 32
2025
Q2 		$12.7M Buy
128,220
+423
+0.3% +$40.8K 1% 33
2025
Q1 		$13.2M Buy
127,797
+404
+0.3% +$39.5K 1.06% 29
2024
Q4 		$11.8M Buy
127,393
+212
+0.2% +$21.3K 0.93% 32
2024
Q3 		$13.2M Buy
+127,181
New +$12.1M 1.03% 31

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 $3.37T AUM 44.26% 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

Mill Capital Management's OTIS Position: Q2 2026 in Review

Mill Capital Management increased its Otis Worldwide (OTIS) stake by 0.09% in Q2 2026, buying an estimated $10.2K and bringing the position to 144,579 shares worth $10.4M. The position accounts for 0.69% of the portfolio, ranked #33.

Mill Capital Management first reported a position in OTIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.2M in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Mill Capital Management held 144,579 shares of Otis Worldwide worth $10.4M as of Q2 2026.
  • Mill Capital Management bought 136 Otis Worldwide shares in Q2 2026, an estimated $10.2K.
  • Otis Worldwide made up 0.69% of Mill Capital Management's portfolio in Q2 2026, its #33 holding.
  • Mill Capital Management first reported a position in Otis Worldwide in Q3 2024 and has held it in 8 quarters since.
  • Mill Capital Management's Otis Worldwide position peaked at $13.2M in Q3 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Mill Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.