M
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MOTCO’s Otis Worldwide OTIS Stock Holding History

MOTCO’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 		$26.6K Sell
345
-33
-9% -$2.89K ﹤0.01% 387
2025
Q4 		$33K Hold
378
– – ﹤0.01% 360
2025
Q3 		$34.6K Hold
378
– – ﹤0.01% 360
2025
Q2 		$32.4K Sell
378
-109
-22% -$10.5K ﹤0.01% 342
2025
Q1 		$50.3K Buy
487
+88
+22% +$8.6K 0.01% 292
2024
Q4 		$37K Hold
399
– – ﹤0.01% 304
2024
Q3 		$41.5K Hold
399
– – ﹤0.01% 347
2024
Q2 		$38.4K Sell
399
-17
-4% -$1.64K ﹤0.01% 441
2024
Q1 		$41.3K Buy
416
+50
+14% +$4.62K ﹤0.01% 412
2023
Q4 		$32.7K Sell
366
-36
-9% -$2.99K ﹤0.01% 393
2023
Q3 		$32.3K Buy
402
+36
+10% +$3.08K ﹤0.01% 398
2023
Q2 		$32.6K Hold
366
– – ﹤0.01% 396
2023
Q1 		$30.9K Hold
366
– – ﹤0.01% 378
2022
Q4 		$28.7K Hold
366
– – ﹤0.01% 395
2022
Q3 		$23K Hold
366
– – ﹤0.01% 436
2022
Q2 		$26K Hold
366
– – ﹤0.01% 411
2022
Q1 		$28K Hold
366
– – ﹤0.01% 407
2021
Q4 		$32K Hold
366
– – ﹤0.01% 389
2021
Q3 		$30K Hold
366
– – ﹤0.01% 397
2021
Q2 		$30K Hold
366
– – ﹤0.01% 400
2021
Q1 		$25K Sell
366
-253
-41% -$16.5K ﹤0.01% 391
2020
Q4 		$42K Sell
619
-101
-14% -$6.55K ﹤0.01% 375
2020
Q3 		$45K Sell
720
-249
-26% -$15.2K ﹤0.01% 347
2020
Q2 		$55K Buy
+969
New +$50.2K ﹤0.01% 314

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

MOTCO's OTIS Position: Q1 2026 in Review

MOTCO reduced its Otis Worldwide (OTIS) stake by 8.7% in Q1 2026, selling an estimated $2.89K and leaving 345 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

MOTCO first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $55K in Q2 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • MOTCO held 345 shares of Otis Worldwide worth $26.6K as of Q1 2026.
  • MOTCO sold 33 Otis Worldwide shares in Q1 2026, an estimated $2.89K.
  • Otis Worldwide made up ﹤0.01% of MOTCO's portfolio in Q1 2026, its #387 holding.
  • MOTCO first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • MOTCO's Otis Worldwide position peaked at $55K in Q2 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.