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Mitchell McLeod Pugh & Williams’s Otis Worldwide OTIS Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$216K Sell
3,011
-60
-2% -$4.48K 0.03% 294
2026
Q1 		$237K Buy
3,071
+80
+3% +$7K 0.03% 270
2025
Q4 		$269K Hold
2,991
– – 0.04% 256
2025
Q3 		$273K Hold
2,991
– – 0.04% 240
2025
Q2 		$296K Buy
2,991
+89
+3% +$8.59K 0.06% 229
2025
Q1 		$299K Hold
2,902
– – 0.06% 219
2024
Q4 		$269K Sell
2,902
-207
-7% -$20.8K 0.06% 222
2024
Q3 		$323K Buy
3,109
+300
+11% +$28.6K 0.07% 214
2024
Q2 		$270K Hold
2,809
– – 0.06% 222
2024
Q1 		$279K Sell
2,809
-44
-2% -$4.07K 0.07% 219
2023
Q4 		$255K Hold
2,853
– – 0.07% 220
2023
Q3 		$229K Hold
2,853
– – 0.07% 223
2023
Q2 		$254K Hold
2,853
– – 0.07% 216
2023
Q1 		$241K Hold
2,853
– – 0.07% 220
2022
Q4 		$223K Buy
+2,853
New +$211K 0.08% 221
2022
Q3 		– Sell
-3,153
Closed -$223K – 233
2022
Q2 		$223K Hold
3,153
– – 0.09% 196
2022
Q1 		$243K Hold
3,153
– – 0.08% 204
2021
Q4 		$275K Hold
3,153
– – 0.09% 198
2021
Q3 		$259K Hold
3,153
– – 0.1% 198
2021
Q2 		$258K Hold
3,153
– – 0.1% 198
2021
Q1 		$216K Sell
3,153
-11
-0.3% -$719 0.09% 201
2020
Q4 		$214K Buy
+3,164
New +$205K 0.1% 196

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 $3.38T AUM 44.17% 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

Mitchell McLeod Pugh & Williams's OTIS Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams reduced its Otis Worldwide (OTIS) stake by 2% in Q2 2026, selling an estimated $4.48K and leaving 3,011 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #294.

Mitchell McLeod Pugh & Williams first reported a position in OTIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $323K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 3,011 shares of Otis Worldwide worth $216K as of Q2 2026.
  • Mitchell McLeod Pugh & Williams sold 60 Otis Worldwide shares in Q2 2026, an estimated $4.48K.
  • Otis Worldwide made up 0.03% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #294 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in Otis Worldwide in Q4 2020 and has held it in 22 quarters since.
  • Mitchell McLeod Pugh & Williams's Otis Worldwide position peaked at $323K in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.