Mitsubishi UFJ Trust & Banking
OTIS icon

Mitsubishi UFJ Trust & Banking’s Otis Worldwide OTIS Stock Holding History

Mitsubishi UFJ Trust & Banking’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 		$33.2M Sell
431,001
-31,227
-7% -$2.73M 0.08% 242
2025
Q4 		$40.4M Buy
462,228
+39,828
+9% +$3.56M 0.1% 208
2025
Q3 		$38.6M Buy
422,400
+137,458
+48% +$12.5M 0.08% 248
2025
Q2 		$28.2M Buy
284,942
+40,296
+16% +$3.89M 0.07% 310
2025
Q1 		$25.2M Sell
244,646
-21,860
-8% -$2.14M 0.07% 303
2024
Q4 		$24.7M Sell
266,506
-101,424
-28% -$10.2M 0.06% 328
2024
Q3 		$38.2M Buy
367,930
+57,786
+19% +$5.51M 0.09% 246
2024
Q2 		$29.9M Sell
310,144
-198
-0.1% -$19.1K 0.07% 284
2024
Q1 		$30.7M Sell
310,342
-1,522
-0.5% -$141K 0.07% 291
2023
Q4 		$27.9M Buy
311,864
+8,971
+3% +$746K 0.07% 313
2023
Q3 		$24.3M Sell
302,893
-8,409
-3% -$719K 0.06% 330
2023
Q2 		$27.7M Buy
311,302
+1,859
+0.6% +$157K 0.06% 325
2023
Q1 		$26.1M Buy
309,443
+10,845
+4% +$897K 0.06% 321
2022
Q4 		$23.4M Buy
298,598
+1,440
+0.5% +$106K 0.06% 342
2022
Q3 		$19M Sell
297,158
-4,162
-1% -$304K 0.05% 366
2022
Q2 		$21.3M Buy
301,320
+77,423
+35% +$5.7M 0.05% 359
2022
Q1 		$17.2M Sell
223,897
-14,258
-6% -$1.14M 0.04% 435
2021
Q4 		$20.7M Sell
238,155
-25,526
-10% -$2.14M 0.04% 409
2021
Q3 		$21.7M Sell
263,681
-25,109
-9% -$2.21M 0.05% 387
2021
Q2 		$23.6M Sell
288,790
-38,170
-12% -$2.94M 0.05% 394
2021
Q1 		$22.3M Sell
326,960
-40,216
-11% -$2.63M 0.05% 398
2020
Q4 		$24.8M Sell
367,176
-11,087
-3% -$719K 0.05% 393
2020
Q3 		$23.6M Sell
378,263
-4,127
-1% -$252K 0.05% 356
2020
Q2 		$21.7M Buy
+382,390
New +$19.8M 0.05% 365

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking's OTIS Position: Q1 2026 in Review

Mitsubishi UFJ Trust & Banking reduced its Otis Worldwide (OTIS) stake by 6.8% in Q1 2026, selling an estimated $2.73M and leaving 431,001 shares worth $33.2M. The position accounts for 0.08% of the portfolio, ranked #242.

Mitsubishi UFJ Trust & Banking first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $40.4M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Mitsubishi UFJ Trust & Banking held 431,001 shares of Otis Worldwide worth $33.2M as of Q1 2026.
  • Mitsubishi UFJ Trust & Banking sold 31,227 Otis Worldwide shares in Q1 2026, an estimated $2.73M.
  • Otis Worldwide made up 0.08% of Mitsubishi UFJ Trust & Banking's portfolio in Q1 2026, its #242 holding.
  • Mitsubishi UFJ Trust & Banking first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Mitsubishi UFJ Trust & Banking's Otis Worldwide position peaked at $40.4M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q1 2026, filed 12 May 2026.