MUFG Securities EMEA’s Otis Worldwide OTIS Stock Holding History

MUFG Securities EMEA’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	$1.23M	Hold	15,977	–	–	0.02%	353
2025 Q4	$1.4M	Buy	15,977 +8,465	+113%	+$757K	0.02%	359
2025 Q3	$687K	Buy	7,512 +6,344	+543%	+$576K	0.02%	309
2025 Q2	$116K	Buy	+1,168	New	+$113K	﹤0.01%	293
2025 Q1	–	Sell	-71,999	Closed	-$6.67M	–	194
2024 Q4	$6.67M	Buy	+71,999	New	+$7.22M	0.11%	116
2021 Q1	–	Sell	-97,500	Closed	-$6.59M	–	442
2020 Q4	$6.59M	Sell	97,500 -134,000	-58%	-$8.69M	0.05%	188
2020 Q3	$14.4M	Buy	231,500 +50,000	+28%	+$3.06M	0.14%	118
2020 Q2	$10.3M	Buy	+181,500	New	+$9.4M	0.09%	151

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

MUFG Securities EMEA's OTIS Position: Q1 2026 in Review

MUFG Securities EMEA held its Otis Worldwide (OTIS) position steady in Q1 2026 at 15,977 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #353.

MUFG Securities EMEA first reported a position in OTIS in Q2 2020 and has held it in 8 quarters since. The position peaked at $14.4M in Q3 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

MUFG Securities EMEA held 15,977 shares of Otis Worldwide worth $1.23M as of Q1 2026.
MUFG Securities EMEA left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.02% of MUFG Securities EMEA's portfolio in Q1 2026, its #353 holding.
MUFG Securities EMEA first reported a position in Otis Worldwide in Q2 2020 and has held it in 8 quarters since.
MUFG Securities EMEA's Otis Worldwide position peaked at $14.4M in Q3 2020.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on MUFG Securities EMEA's 13F filing for Q1 2026, filed 11 May 2026.