Mountain Pacific Investment Advisers’s Otis Worldwide OTIS Stock Holding History

Mountain Pacific Investment Advisers’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	–	Sell	-2,455	Closed	-$214K	–	145
2025 Q4	$214K	Hold	2,455	–	–	0.03%	141
2025 Q3	$224K	Hold	2,455	–	–	0.04%	139
2025 Q2	$243K	Sell	2,455 -235	-9%	-$22.7K	0.02%	134
2025 Q1	$278K	Sell	2,690 -100	-4%	-$9.77K	0.02%	132
2024 Q4	$258K	Hold	2,790	–	–	0.02%	129
2024 Q3	$290K	Hold	2,790	–	–	0.02%	128
2024 Q2	$269K	Sell	2,790 -160	-5%	-$15.4K	0.02%	128
2024 Q1	$293K	Sell	2,950 -211	-7%	-$19.5K	0.02%	127
2023 Q4	$283K	Hold	3,161	–	–	0.02%	122
2023 Q3	$254K	Hold	3,161	–	–	0.02%	123
2023 Q2	$281K	Sell	3,161 -150	-5%	-$12.6K	0.02%	122
2023 Q1	$279K	Hold	3,311	–	–	0.02%	124
2022 Q4	$259K	Sell	3,311 -433	-12%	-$32K	0.02%	125
2022 Q3	$239K	Sell	3,744 -67	-2%	-$4.9K	0.02%	121
2022 Q2	$269K	Sell	3,811 -550	-13%	-$40.5K	0.02%	121
2022 Q1	$336K	Sell	4,361 -12	-0.3%	-$959	0.02%	121
2021 Q4	$381K	Sell	4,373 -100	-2%	-$8.37K	0.02%	118
2021 Q3	$368K	Hold	4,473	–	–	0.02%	117
2021 Q2	$366K	Hold	4,473	–	–	0.02%	115
2021 Q1	$306K	Sell	4,473 -1,550	-26%	-$101K	0.02%	120
2020 Q4	$407K	Sell	6,023 -600	-9%	-$38.9K	0.03%	107
2020 Q3	$413K	Sell	6,623 -1,039	-14%	-$63.5K	0.03%	99
2020 Q2	$436K	Buy	+7,662	New	+$397K	0.04%	95

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mountain Pacific Investment Advisers's OTIS Position: Q1 2026 in Review

Mountain Pacific Investment Advisers sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,455 shares — an estimated $214K sold.

Mountain Pacific Investment Advisers first reported a position in OTIS in Q2 2020 and held it in 23 quarters. The position peaked at $436K in Q2 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Mountain Pacific Investment Advisers reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
Mountain Pacific Investment Advisers sold 2,455 Otis Worldwide shares in Q1 2026, an estimated $214K.
Mountain Pacific Investment Advisers first reported a position in Otis Worldwide in Q2 2020 and held it in 23 quarters.
Mountain Pacific Investment Advisers's Otis Worldwide position peaked at $436K in Q2 2020.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Mountain Pacific Investment Advisers's 13F filing for Q1 2026, filed 16 Apr 2026.