MWM
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Mission Wealth Management’s Otis Worldwide OTIS Stock Holding History

Mission Wealth 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 		$435K Buy
+6,075
New +$454K 0.01% 733
2026
Q1 		– Sell
-2,728
Closed -$238K – 761
2025
Q4 		$238K Buy
2,728
+25
+0.9% +$2.24K ﹤0.01% 653
2025
Q3 		$247K Buy
2,703
+96
+4% +$8.71K ﹤0.01% 628
2025
Q2 		$258K Buy
2,607
+22
+0.9% +$2.12K 0.01% 604
2025
Q1 		$267K Sell
2,585
-370
-13% -$36.1K 0.01% 577
2024
Q4 		$274K Sell
2,955
-225
-7% -$22.6K 0.01% 561
2024
Q3 		$331K Sell
3,180
-21
-0.7% -$2K 0.01% 535
2024
Q2 		$308K Buy
3,201
+744
+30% +$71.7K 0.01% 525
2024
Q1 		$244K Buy
2,457
+153
+7% +$14.1K 0.01% 594
2023
Q4 		$206K Buy
+2,304
New +$192K 0.01% 546

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mission Wealth Management's OTIS Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Otis Worldwide (OTIS) in Q2 2026: 6,075 shares worth $435K. The stake represents 0.01% of the portfolio and ranks #733 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in OTIS as recently as Q4 2025.

Mission Wealth Management first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Mission Wealth Management held 6,075 shares of Otis Worldwide worth $435K as of Q2 2026.
  • Otis Worldwide was a new Mission Wealth Management position in Q2 2026.
  • Otis Worldwide made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #733 holding.
  • Mission Wealth Management first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.