Monetary Management Group’s Otis Worldwide OTIS Stock Holding History

Monetary Management Group’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	$25.7K	Hold	359	–	–	0.01%	299
2026 Q1	$27.7K	Sell	359 -150	-29%	-$13.1K	0.01%	293
2025 Q4	$44.5K	Hold	509	–	–	0.01%	264
2025 Q3	$46.5K	Hold	509	–	–	0.01%	257
2025 Q2	$50.4K	Hold	509	–	–	0.01%	254
2025 Q1	$52.5K	Sell	509 -87	-15%	-$8.5K	0.01%	252
2024 Q4	$55.2K	Hold	596	–	–	0.01%	253
2024 Q3	$61.9K	Hold	596	–	–	0.02%	243
2024 Q2	$57.4K	Hold	596	–	–	0.02%	251
2024 Q1	$59.2K	Hold	596	–	–	0.02%	247
2023 Q4	$53.3K	Hold	596	–	–	0.02%	242
2023 Q3	$47.9K	Sell	596 -475	-44%	-$40.6K	0.02%	247
2023 Q2	$95.3K	Hold	1,071	–	–	0.03%	224
2023 Q1	$90.4K	Hold	1,071	–	–	0.03%	226
2022 Q4	$83.9K	Hold	1,071	–	–	0.03%	229
2022 Q3	$68K	Hold	1,071	–	–	0.02%	240
2022 Q2	$76K	Sell	1,071 -200	-16%	-$14.7K	0.02%	230
2022 Q1	$98K	Hold	1,271	–	–	0.03%	225
2021 Q4	$111K	Buy	1,271 +87	+7%	+$7.28K	0.03%	217
2021 Q3	$97K	Buy	1,184 +113	+11%	+$9.94K	0.03%	226
2021 Q2	$88K	Hold	1,071	–	–	0.03%	222
2021 Q1	$73K	Sell	1,071 -50	-4%	-$3.27K	0.02%	221
2020 Q4	$76K	Hold	1,121	–	–	0.03%	212
2020 Q3	$70K	Hold	1,121	–	–	0.02%	200
2020 Q2	$64K	Buy	+1,121	New	+$58.1K	0.02%	200

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

Monetary Management Group's OTIS Position: Q2 2026 in Review

Monetary Management Group held its Otis Worldwide (OTIS) position steady in Q2 2026 at 359 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #299.

Monetary Management Group first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $111K in Q4 2021. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Monetary Management Group held 359 shares of Otis Worldwide worth $25.7K as of Q2 2026.
Monetary Management Group left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.01% of Monetary Management Group's portfolio in Q2 2026, its #299 holding.
Monetary Management Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Monetary Management Group's Otis Worldwide position peaked at $111K in Q4 2021.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.