Missouri Trust & Investment Company’s Otis Worldwide OTIS Stock Holding History

Missouri Trust & Investment Company’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 Q1	$22.7K	Hold	295	–	–	0.01%	284
2025 Q4	$25.8K	Hold	295	–	–	0.01%	269
2025 Q3	$27K	Hold	295	–	–	0.01%	268
2025 Q2	$29.2K	Hold	295	–	–	0.01%	245
2025 Q1	$30.4K	Sell	295 -25	-8%	-$2.44K	0.01%	237
2024 Q4	$29.6K	Sell	320 -25	-7%	-$2.51K	0.01%	248
2024 Q3	$35.9K	Hold	345	–	–	0.01%	236
2024 Q2	$33.2K	Sell	345 -150	-30%	-$14.5K	0.01%	235
2024 Q1	$49.1K	Sell	495 -250	-34%	-$23.1K	0.02%	211
2023 Q4	$66.7K	Hold	745	–	–	0.03%	178
2023 Q3	$59.8K	Sell	745 -197	-21%	-$16.8K	0.03%	172
2023 Q2	$83.8K	Buy	942 +439	+87%	+$37K	0.05%	155
2023 Q1	$42.5K	Hold	503	–	–	0.03%	181
2022 Q4	$39K	Hold	503	–	–	0.02%	189
2022 Q3	$32K	Hold	503	–	–	0.02%	200
2022 Q2	$36K	Hold	503	–	–	0.02%	197
2022 Q1	$39K	Sell	503 -16	-3%	-$1.28K	0.02%	202
2021 Q4	$45K	Buy	+519	New	+$43.4K	0.03%	208

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Missouri Trust & Investment Company's OTIS Position: Q1 2026 in Review

Missouri Trust & Investment Company held its Otis Worldwide (OTIS) position steady in Q1 2026 at 295 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #284.

Missouri Trust & Investment Company first reported a position in OTIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $83.8K in Q2 2023. 1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Missouri Trust & Investment Company held 295 shares of Otis Worldwide worth $22.7K as of Q1 2026.
Missouri Trust & Investment Company left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.01% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #284 holding.
Missouri Trust & Investment Company first reported a position in Otis Worldwide in Q4 2021 and has held it in 18 quarters since.
Missouri Trust & Investment Company's Otis Worldwide position peaked at $83.8K in Q2 2023.
1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.