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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
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mosley Wealth Management's OTIS Position: Q2 2026 in Review

Mosley Wealth Management increased its Otis Worldwide (OTIS) stake by 2.7% in Q2 2026, buying an estimated $149 and bringing the position to 77 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Mosley Wealth Management first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.89K in Q1 2026. 682 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Mosley Wealth Management held 77 shares of Otis Worldwide worth $5.48K as of Q2 2026.
  • Mosley Wealth Management bought 2 Otis Worldwide shares in Q2 2026, an estimated $149.
  • Otis Worldwide made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #422 holding.
  • Mosley Wealth Management first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Otis Worldwide position peaked at $6.89K in Q1 2026.
  • 682 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.