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Murphy & Mullick Capital Management’s Otis Worldwide OTIS Stock Holding History

Murphy & Mullick Capital 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 		– Sell
-26
Closed -$2K – 721
2026
Q1 		$2K Hold
26
– – ﹤0.01% 603
2025
Q4 		$2.27K Sell
26
-35
-57% -$3.13K ﹤0.01% 602
2025
Q3 		$5.58K Hold
61
– – ﹤0.01% 529
2025
Q2 		$5.23K Hold
61
– – ﹤0.01% 517
2025
Q1 		$6.29K Hold
61
– – 0.01% 490
2024
Q4 		$5.65K Buy
+61
New +$6.12K 0.01% 491

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 $3.38T AUM 44.17% 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

Murphy & Mullick Capital Management's OTIS Position: Q2 2026 in Review

Murphy & Mullick Capital Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 26 shares — an estimated $2K sold.

Murphy & Mullick Capital Management first reported a position in OTIS in Q4 2024 and held it in 6 quarters. The position peaked at $6.29K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Murphy & Mullick Capital Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Murphy & Mullick Capital Management sold 26 Otis Worldwide shares in Q2 2026, an estimated $2K.
  • Murphy & Mullick Capital Management first reported a position in Otis Worldwide in Q4 2024 and held it in 6 quarters.
  • Murphy & Mullick Capital Management's Otis Worldwide position peaked at $6.29K in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.