Mosley Wealth Management
OTIS icon

Mosley Wealth Management’s Otis Worldwide OTIS Stock Holding History

Mosley Wealth Management’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
Q3 		$5.43K Hold
77
– – ﹤0.01% 424
2026
Q2 		$5.48K Buy
77
+2
+3% +$149 ﹤0.01% 422
2026
Q1 		$6.89K Buy
+75
New +$6.56K ﹤0.01% 328

Other funds holding OTIS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Mosley Wealth Management's OTIS Position: Q3 2026 in Review

Mosley Wealth Management held its Otis Worldwide (OTIS) position steady in Q3 2026 at 77 shares worth $5.43K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Mosley Wealth Management first reported a position in OTIS in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.89K in Q1 2026. 1,015 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Mosley Wealth Management held 77 shares of Otis Worldwide worth $5.43K as of Q3 2026.
  • Mosley Wealth Management left its Otis Worldwide share count unchanged in Q3 2026.
  • Otis Worldwide made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #424 holding.
  • Mosley Wealth Management first reported a position in Otis Worldwide in Q1 2026 and has held it in 3 quarters since.
  • Mosley Wealth Management's Otis Worldwide position peaked at $6.89K in Q1 2026.
  • 1,015 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.