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Moors & Cabot’s Otis Worldwide OTIS Stock Holding History

Moors & Cabot’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 		$310K Sell
4,328
-113
-3% -$8.44K 0.01% 738
2026
Q1 		$342K Sell
4,441
-300
-6% -$26.2K 0.01% 657
2025
Q4 		$414K Buy
4,741
+126
+3% +$11.3K 0.02% 594
2025
Q3 		$422K Sell
4,615
-701
-13% -$63.6K 0.02% 570
2025
Q2 		$526K Buy
5,316
+317
+6% +$30.6K 0.02% 495
2025
Q1 		$516K Buy
4,999
+75
+2% +$7.33K 0.03% 476
2024
Q4 		$456K Sell
4,924
-69
-1% -$6.92K 0.02% 519
2024
Q3 		$519K Buy
4,993
+21
+0.4% +$2K 0.03% 490
2024
Q2 		$479K Buy
4,972
+357
+8% +$34.4K 0.03% 501
2024
Q1 		$458K Sell
4,615
-1,070
-19% -$98.9K 0.02% 531
2023
Q4 		$509K Sell
5,685
-468
-8% -$38.9K 0.03% 461
2023
Q3 		$494K Buy
6,153
+67
+1% +$5.73K 0.03% 440
2023
Q2 		$542K Buy
6,086
+229
+4% +$19.3K 0.04% 424
2023
Q1 		$494K Sell
5,857
-75
-1% -$6.21K 0.03% 437
2022
Q4 		$465K Sell
5,932
-102
-2% -$7.53K 0.03% 448
2022
Q3 		$385K Sell
6,034
-317
-5% -$23.2K 0.03% 479
2022
Q2 		$449K Sell
6,351
-223
-3% -$16.4K 0.03% 440
2022
Q1 		$506K Buy
6,574
+469
+8% +$37.5K 0.03% 466
2021
Q4 		$532K Sell
6,105
-148
-2% -$12.4K 0.03% 442
2021
Q3 		$512K Buy
6,253
+814
+15% +$71.6K 0.03% 441
2021
Q2 		$445K Buy
5,439
+142
+3% +$10.9K 0.03% 448
2021
Q1 		$361K Sell
5,297
-1,908
-26% -$125K 0.03% 482
2020
Q4 		$484K Sell
7,205
-570
-7% -$37K 0.04% 384
2020
Q3 		$485K Sell
7,775
-426
-5% -$26.1K 0.05% 336
2020
Q2 		$470K Buy
+8,201
New +$425K 0.05% 328

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Moors & Cabot's OTIS Position: Q2 2026 in Review

Moors & Cabot reduced its Otis Worldwide (OTIS) stake by 2.5% in Q2 2026, selling an estimated $8.44K and leaving 4,328 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #738.

Moors & Cabot first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $542K in Q2 2023. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Moors & Cabot held 4,328 shares of Otis Worldwide worth $310K as of Q2 2026.
  • Moors & Cabot sold 113 Otis Worldwide shares in Q2 2026, an estimated $8.44K.
  • Otis Worldwide made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #738 holding.
  • Moors & Cabot first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Moors & Cabot's Otis Worldwide position peaked at $542K in Q2 2023.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.