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Mount Yale Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Mount Yale Investment Advisors’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 		$389K Buy
+5,041
New +$441K 0.01% 799
2025
Q3 		– Sell
-1,034
Closed -$102K – 1308
2025
Q2 		$102K Buy
+1,034
New +$99.8K 0.01% 654
2024
Q1 		– Sell
-2,551
Closed -$228K – 556
2023
Q4 		$228K Sell
2,551
-776
-23% -$64.5K 0.02% 460
2023
Q3 		$267K Sell
3,327
-83
-2% -$7.1K 0.03% 411
2023
Q2 		$304K Buy
3,410
+9
+0.3% +$758 0.03% 386
2023
Q1 		$287K Sell
3,401
-1,016
-23% -$84.1K 0.03% 390
2022
Q4 		$346K Sell
4,417
-842
-16% -$62.2K 0.04% 333
2022
Q3 		$336K Buy
5,259
+19
+0.4% +$1.39K 0.04% 322
2022
Q2 		$370K Buy
5,240
+456
+10% +$33.6K 0.05% 320
2022
Q1 		$368K Buy
4,784
+503
+12% +$40.2K 0.04% 332
2021
Q4 		$373K Buy
4,281
+26
+0.6% +$2.18K 0.04% 330
2021
Q3 		$350K Sell
4,255
-2
-0% -$176 0.04% 326
2021
Q2 		$348K Buy
4,257
+85
+2% +$6.54K 0.04% 299
2021
Q1 		$286K Buy
+4,172
New +$273K 0.04% 324

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

Mount Yale Investment Advisors's OTIS Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Otis Worldwide (OTIS) in Q1 2026: 5,041 shares worth $389K. The stake represents 0.01% of the portfolio and ranks #799 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in OTIS as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in OTIS in Q1 2021 and has held it in 14 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Mount Yale Investment Advisors held 5,041 shares of Otis Worldwide worth $389K as of Q1 2026.
  • Otis Worldwide was a new Mount Yale Investment Advisors position in Q1 2026.
  • Otis Worldwide made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #799 holding.
  • Mount Yale Investment Advisors first reported a position in Otis Worldwide in Q1 2021 and has held it in 14 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.