Mirabella Financial Services’s Otis Worldwide OTIS Stock Holding History

Mirabella Financial 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	$261K	Buy	+3,648	New	+$272K	0.03%	517
2026 Q1	–	Sell	-15,000	Closed	-$1.31M	–	1104
2025 Q4	$1.31M	Sell	15,000 -2,100	-12%	-$188K	0.12%	88
2025 Q3	$1.56M	Buy	+17,100	New	+$1.55M	0.14%	145
2022 Q2	–	Sell	-19,991	Closed	-$1.54M	–	645
2022 Q1	$1.54M	Buy	19,991 +13,385	+203%	+$1.07M	0.17%	117
2021 Q4	$575K	Sell	6,606 -21,743	-77%	-$1.82M	0.06%	224
2021 Q3	$2.33M	Sell	28,349 -13,004	-31%	-$1.14M	0.31%	92
2021 Q2	$3.38M	Buy	41,353 +13,925	+51%	+$1.07M	0.61%	58
2021 Q1	$1.88M	Buy	+27,428	New	+$1.79M	0.58%	49

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mirabella Financial Services's OTIS Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Otis Worldwide (OTIS) in Q2 2026: 3,648 shares worth $261K. The stake represents 0.03% of the portfolio and ranks #517 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in OTIS as recently as Q4 2025.

Mirabella Financial Services first reported a position in OTIS in Q1 2021 and has held it in 8 quarters since. The position peaked at $3.38M in Q2 2021. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Mirabella Financial Services held 3,648 shares of Otis Worldwide worth $261K as of Q2 2026.
Otis Worldwide was a new Mirabella Financial Services position in Q2 2026.
Otis Worldwide made up 0.03% of Mirabella Financial Services's portfolio in Q2 2026, its #517 holding.
Mirabella Financial Services first reported a position in Otis Worldwide in Q1 2021 and has held it in 8 quarters since.
Mirabella Financial Services's Otis Worldwide position peaked at $3.38M in Q2 2021.
1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.