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 Q2	$329K	Sell	4,598 -443	-9%	-$33.1K	0.01%	946
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Mount Yale Investment Advisors's OTIS Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Otis Worldwide (OTIS) stake by 8.8% in Q2 2026, selling an estimated $33.1K and leaving 4,598 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #946.

Mount Yale Investment Advisors first reported a position in OTIS in Q1 2021 and has held it in 15 quarters since. The position peaked at $389K in Q1 2026. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Mount Yale Investment Advisors held 4,598 shares of Otis Worldwide worth $329K as of Q2 2026.
Mount Yale Investment Advisors sold 443 Otis Worldwide shares in Q2 2026, an estimated $33.1K.
Otis Worldwide made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #946 holding.
Mount Yale Investment Advisors first reported a position in Otis Worldwide in Q1 2021 and has held it in 15 quarters since.
Mount Yale Investment Advisors's Otis Worldwide position peaked at $389K in Q1 2026.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.