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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
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
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

Monetary Management Group's OTIS Position: Q1 2026 in Review

Monetary Management Group reduced its Otis Worldwide (OTIS) stake by 29% in Q1 2026, selling an estimated $13.1K and leaving 359 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #293.

Monetary Management Group first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $111K in Q4 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Monetary Management Group held 359 shares of Otis Worldwide worth $27.7K as of Q1 2026.
  • Monetary Management Group sold 150 Otis Worldwide shares in Q1 2026, an estimated $13.1K.
  • Otis Worldwide made up 0.01% of Monetary Management Group's portfolio in Q1 2026, its #293 holding.
  • Monetary Management Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Monetary Management Group's Otis Worldwide position peaked at $111K in Q4 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.