M
OTIS icon

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
Q3 		$22.7K Hold
353
– – ﹤0.01% 418
2026
Q2 		$25.3K Buy
353
+8
+2% +$598 ﹤0.01% 368
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

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

MOTCO's OTIS Position: Q3 2026 in Review

MOTCO held its Otis Worldwide (OTIS) position steady in Q3 2026 at 353 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

MOTCO first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $55K in Q2 2020. 737 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • MOTCO held 353 shares of Otis Worldwide worth $22.7K as of Q3 2026.
  • MOTCO left its Otis Worldwide share count unchanged in Q3 2026.
  • Otis Worldwide made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #418 holding.
  • MOTCO first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
  • MOTCO's Otis Worldwide position peaked at $55K in Q2 2020.
  • 737 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.