Mizuho Securities USA’s Otis Worldwide OTIS Stock Holding History

Mizuho Securities USA’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	$1.81M	Sell	23,500 -4,877	-17%	-$427K	0.04%	406
2025 Q4	$2.52M	Sell	28,377 -208	-0.7%	-$18.6K	0.04%	365
2025 Q3	$2.47M	Buy	28,585 +1,303	+5%	+$118K	0.05%	370
2025 Q2	$2.7M	Sell	27,282 -4,467	-14%	-$431K	0.06%	322
2025 Q1	$3.28M	Sell	31,749 -6,111	-16%	-$597K	0.07%	284
2024 Q4	$3.51M	Buy	37,860 +11,886	+46%	+$1.19M	0.06%	292
2024 Q3	$2.7M	Sell	25,974 -5,203	-17%	-$496K	0.06%	284
2024 Q2	$3M	Buy	+31,177	New	+$3M	0.07%	268

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return

Mizuho Securities USA's OTIS Position: Q1 2026 in Review

Mizuho Securities USA reduced its Otis Worldwide (OTIS) stake by 17% in Q1 2026, selling an estimated $427K and leaving 23,500 shares worth $1.81M. The position accounts for 0.04% of the portfolio, ranked #406.

Mizuho Securities USA first reported a position in OTIS in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.51M in Q4 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Mizuho Securities USA held 23,500 shares of Otis Worldwide worth $1.81M as of Q1 2026.
Mizuho Securities USA sold 4,877 Otis Worldwide shares in Q1 2026, an estimated $427K.
Otis Worldwide made up 0.04% of Mizuho Securities USA's portfolio in Q1 2026, its #406 holding.
Mizuho Securities USA first reported a position in Otis Worldwide in Q2 2024 and has held it in 8 quarters since.
Mizuho Securities USA's Otis Worldwide position peaked at $3.51M in Q4 2024.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Mizuho Securities USA's 13F filing for Q1 2026, filed 11 May 2026.