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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
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 $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

MQS Management's OTIS Position: Q1 2026 in Review

MQS Management increased its Otis Worldwide (OTIS) stake by 4.2% in Q1 2026, buying an estimated $17.7K and bringing the position to 5,066 shares worth $390K. The position accounts for 0.26% of the portfolio, ranked #149.

MQS Management first reported a position in OTIS in Q3 2022 and has held it in 6 quarters since. The position peaked at $934K in Q3 2023. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • MQS Management held 5,066 shares of Otis Worldwide worth $390K as of Q1 2026.
  • MQS Management bought 202 Otis Worldwide shares in Q1 2026, an estimated $17.7K.
  • Otis Worldwide made up 0.26% of MQS Management's portfolio in Q1 2026, its #149 holding.
  • MQS Management first reported a position in Otis Worldwide in Q3 2022 and has held it in 6 quarters since.
  • MQS Management's Otis Worldwide position peaked at $934K in Q3 2023.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.