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 Q2	$2.15M	Buy	30,041 +6,541	+28%	+$489K	0.03%	418
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Mizuho Securities USA's OTIS Position: Q2 2026 in Review

Mizuho Securities USA increased its Otis Worldwide (OTIS) stake by 28% in Q2 2026, buying an estimated $489K and bringing the position to 30,041 shares worth $2.15M. The position accounts for 0.03% of the portfolio, ranked #418.

Mizuho Securities USA first reported a position in OTIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.51M in Q4 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Mizuho Securities USA held 30,041 shares of Otis Worldwide worth $2.15M as of Q2 2026.
Mizuho Securities USA bought 6,541 Otis Worldwide shares in Q2 2026, an estimated $489K.
Otis Worldwide made up 0.03% of Mizuho Securities USA's portfolio in Q2 2026, its #418 holding.
Mizuho Securities USA first reported a position in Otis Worldwide in Q2 2024 and has held it in 9 quarters since.
Mizuho Securities USA's Otis Worldwide position peaked at $3.51M in Q4 2024.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Mizuho Securities USA's 13F filing for Q2 2026, filed 24 Jul 2026.