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Mirova’s Otis Worldwide OTIS Stock Holding History

Mirova’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
2025
Q2 		– Sell
-4,324
Closed -$446K – 135
2025
Q1 		$446K Hold
4,324
– – 0.08% 101
2024
Q4 		$400K Sell
4,324
-181
-4% -$18.2K 0.07% 99
2024
Q3 		$468K Hold
4,505
– – 0.08% 92
2024
Q2 		$434K Buy
+4,505
New +$434K 0.08% 100
2022
Q2 		– Sell
-2,490
Closed -$191K – 204
2022
Q1 		$191K Sell
2,490
-1
-0% -$80 0.03% 158
2021
Q4 		$216K Buy
+2,491
New +$209K 0.03% 153

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mirova's OTIS Position: Q2 2025 in Review

Mirova sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 4,324 shares — an estimated $446K sold.

Mirova first reported a position in OTIS in Q4 2021 and held it in 6 quarters. The position peaked at $468K in Q3 2024. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Mirova reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • Mirova sold 4,324 Otis Worldwide shares in Q2 2025, an estimated $446K.
  • Mirova first reported a position in Otis Worldwide in Q4 2021 and held it in 6 quarters.
  • Mirova's Otis Worldwide position peaked at $468K in Q3 2024.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Mirova's 13F filing for Q2 2025, filed 13 Aug 2025.