MML Investors Services
OTIS icon

MML Investors Services’s Otis Worldwide OTIS Stock Holding History

MML Investors Services’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 		$2.76M Sell
35,750
-17,123
-32% -$1.5M 0.01% 1139
2025
Q4 		$4.62M Buy
52,873
+914
+2% +$81.8K 0.01% 907
2025
Q3 		$4.75M Sell
51,959
-9,187
-15% -$834K 0.01% 846
2025
Q2 		$6.05M Sell
61,146
-6,282
-9% -$606K 0.02% 715
2025
Q1 		$6.96M Sell
67,428
-4,840
-7% -$473K 0.02% 603
2024
Q4 		$6.69M Buy
72,268
+3,060
+4% +$307K 0.02% 591
2024
Q3 		$7.19M Buy
69,208
+1,038
+2% +$98.9K 0.03% 553
2024
Q2 		$6.56M Sell
68,170
-13,300
-16% -$1.28M 0.03% 545
2024
Q1 		$8.09M Buy
81,470
+9,208
+13% +$851K 0.03% 475
2023
Q4 		$6.46M Buy
72,262
+7,144
+11% +$594K 0.03% 503
2023
Q3 		$5.23M Buy
65,118
+5,838
+10% +$499K 0.03% 522
2023
Q2 		$5.28M Buy
59,280
+14,548
+33% +$1.23M 0.03% 514
2023
Q1 		$3.77M Buy
44,732
+1,484
+3% +$123K 0.03% 557
2022
Q4 		$3.39M Buy
43,248
+2,272
+6% +$168K 0.02% 626
2022
Q3 		$2.61M Buy
40,976
+3,374
+9% +$247K 0.02% 646
2022
Q2 		$2.66M Buy
37,602
+1,762
+5% +$130K 0.02% 644
2022
Q1 		$2.76M Buy
35,840
+367
+1% +$29.3K 0.02% 668
2021
Q4 		$3.09M Buy
35,473
+1,863
+6% +$156K 0.02% 589
2021
Q3 		$2.77M Buy
33,610
+1,010
+3% +$88.8K 0.02% 611
2021
Q2 		$2.67M Buy
32,600
+382
+1% +$29.4K 0.02% 600
2021
Q1 		$2.21M Sell
32,218
-2,944
-8% -$192K 0.02% 622
2020
Q4 		$2.38M Buy
35,162
+4,483
+15% +$291K 0.03% 527
2020
Q3 		$1.92M Sell
30,679
-1,635
-5% -$100K 0.02% 538
2020
Q2 		$1.84M Buy
+32,314
New +$1.67M 0.02% 530

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

MML Investors Services's OTIS Position: Q1 2026 in Review

MML Investors Services reduced its Otis Worldwide (OTIS) stake by 32% in Q1 2026, selling an estimated $1.5M and leaving 35,750 shares worth $2.76M. The position accounts for 0.01% of the portfolio, ranked #1139.

MML Investors Services first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.09M in Q1 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • MML Investors Services held 35,750 shares of Otis Worldwide worth $2.76M as of Q1 2026.
  • MML Investors Services sold 17,123 Otis Worldwide shares in Q1 2026, an estimated $1.5M.
  • Otis Worldwide made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #1139 holding.
  • MML Investors Services first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • MML Investors Services's Otis Worldwide position peaked at $8.09M in Q1 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.