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MUFG Securities Americas’s Otis Worldwide OTIS Stock Holding History

MUFG Securities Americas’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 		$828K Buy
11,558
+802
+7% +$59.9K 0.04% 328
2026
Q1 		$829K Buy
10,756
+257
+2% +$22.5K 0.05% 293
2025
Q4 		$917K Sell
10,499
-85
-0.8% -$7.6K 0.06% 277
2025
Q3 		$968K Buy
10,584
+1,837
+21% +$167K 0.06% 261
2025
Q2 		$866K Buy
8,747
+1,728
+25% +$167K 0.07% 236
2025
Q1 		$724K Buy
7,019
+1,121
+19% +$110K 0.08% 223
2024
Q4 		$546K Buy
+5,898
New +$591K 0.07% 247

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

MUFG Securities Americas's OTIS Position: Q2 2026 in Review

MUFG Securities Americas increased its Otis Worldwide (OTIS) stake by 7.5% in Q2 2026, buying an estimated $59.9K and bringing the position to 11,558 shares worth $828K. The position accounts for 0.04% of the portfolio, ranked #328.

MUFG Securities Americas first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $968K in Q3 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • MUFG Securities Americas held 11,558 shares of Otis Worldwide worth $828K as of Q2 2026.
  • MUFG Securities Americas bought 802 Otis Worldwide shares in Q2 2026, an estimated $59.9K.
  • Otis Worldwide made up 0.04% of MUFG Securities Americas's portfolio in Q2 2026, its #328 holding.
  • MUFG Securities Americas first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • MUFG Securities Americas's Otis Worldwide position peaked at $968K in Q3 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on MUFG Securities Americas's 13F filing for Q2 2026, filed 14 Aug 2026.