MM
OTIS icon

MQS Management’s Otis Worldwide OTIS Stock Holding History

MQS Management’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 		$315K Sell
4,404
-662
-13% -$49.4K 0.39% 116
2026
Q1 		$390K Buy
5,066
+202
+4% +$17.7K 0.26% 149
2025
Q4 		$425K Buy
+4,864
New +$435K 0.25% 157
2024
Q3 		– Sell
-6,809
Closed -$655K – 593
2024
Q2 		$655K Buy
+6,809
New +$656K 0.4% 55
2023
Q4 		– Sell
-11,627
Closed -$934K – 624
2023
Q3 		$934K Buy
11,627
+2,252
+24% +$193K 0.57% 14
2023
Q2 		$834K Buy
+9,375
New +$790K 0.57% 20
2022
Q4 		– Sell
-9,356
Closed -$597K – 533
2022
Q3 		$597K Buy
+9,356
New +$684K 0.39% 67

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

MQS Management's OTIS Position: Q2 2026 in Review

MQS Management reduced its Otis Worldwide (OTIS) stake by 13% in Q2 2026, selling an estimated $49.4K and leaving 4,404 shares worth $315K. The position accounts for 0.39% of the portfolio, ranked #116.

MQS Management first reported a position in OTIS in Q3 2022 and has held it in 7 quarters since. The position peaked at $934K in Q3 2023. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • MQS Management held 4,404 shares of Otis Worldwide worth $315K as of Q2 2026.
  • MQS Management sold 662 Otis Worldwide shares in Q2 2026, an estimated $49.4K.
  • Otis Worldwide made up 0.39% of MQS Management's portfolio in Q2 2026, its #116 holding.
  • MQS Management first reported a position in Otis Worldwide in Q3 2022 and has held it in 7 quarters since.
  • MQS Management's Otis Worldwide position peaked at $934K in Q3 2023.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on MQS Management's 13F filing for Q2 2026, filed 7 Aug 2026.