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MSH Capital Advisors’s Otis Worldwide OTIS Stock Holding History

MSH Capital 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 		$555K Buy
+7,755
New +$579K 0.1% 192
2026
Q1 		– Sell
-2,376
Closed -$208K – 288
2025
Q4 		$208K Buy
2,376
+14
+0.6% +$1.25K 0.04% 266
2025
Q3 		$216K Hold
2,362
– – 0.06% 234
2025
Q2 		$234K Buy
2,362
+122
+5% +$11.8K 0.07% 219
2025
Q1 		$231K Hold
2,240
– – 0.07% 212
2024
Q4 		$207K Sell
2,240
-200
-8% -$20.1K 0.07% 222
2024
Q3 		$254K Hold
2,440
– – 0.08% 206
2024
Q2 		$235K Sell
2,440
-175
-7% -$16.9K 0.08% 203
2024
Q1 		$260K Sell
2,615
-44
-2% -$4.07K 0.09% 186
2023
Q4 		$238K Sell
2,659
-26
-1% -$2.16K 0.09% 185
2023
Q3 		$216K Hold
2,685
– – 0.08% 197
2023
Q2 		$239K Buy
+2,685
New +$226K 0.09% 191

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

MSH Capital Advisors's OTIS Position: Q2 2026 in Review

MSH Capital Advisors opened a new position in Otis Worldwide (OTIS) in Q2 2026: 7,755 shares worth $555K. The stake represents 0.1% of the portfolio and ranks #192 among its holdings. This is a return to the name: MSH Capital Advisors previously reported a position in OTIS as recently as Q4 2025.

MSH Capital Advisors first reported a position in OTIS in Q2 2023 and has held it in 12 quarters since. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • MSH Capital Advisors held 7,755 shares of Otis Worldwide worth $555K as of Q2 2026.
  • Otis Worldwide was a new MSH Capital Advisors position in Q2 2026.
  • Otis Worldwide made up 0.1% of MSH Capital Advisors's portfolio in Q2 2026, its #192 holding.
  • MSH Capital Advisors first reported a position in Otis Worldwide in Q2 2023 and has held it in 12 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.