MA
OTIS icon

Mutual Advisors’s Otis Worldwide OTIS Stock Holding History

Mutual 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
Q1 		$450K Sell
5,837
-53
-0.9% -$4.64K 0.01% 929
2025
Q4 		$515K Sell
5,890
-836
-12% -$74.8K 0.01% 861
2025
Q3 		$625K Buy
6,726
+282
+4% +$25.6K 0.01% 750
2025
Q2 		$579K Buy
6,444
+1,442
+29% +$139K 0.01% 718
2025
Q1 		$465K Buy
5,002
+663
+15% +$64.8K 0.01% 742
2024
Q4 		$404K Sell
4,339
-128
-3% -$12.8K 0.01% 781
2024
Q3 		$458K Sell
4,467
-869
-16% -$82.8K 0.01% 746
2024
Q2 		$496K Buy
5,336
+25
+0.5% +$2.41K 0.02% 697
2024
Q1 		$527K Sell
5,311
-62
-1% -$5.73K 0.02% 677
2023
Q4 		$481K Buy
5,373
+58
+1% +$4.82K 0.02% 667
2023
Q3 		$427K Sell
5,315
-17
-0.3% -$1.45K 0.02% 660
2023
Q2 		$475K Sell
5,332
-169
-3% -$14.2K 0.02% 648
2023
Q1 		$464K Sell
5,501
-693
-11% -$57.3K 0.02% 647
2022
Q4 		$485K Sell
6,194
-230
-4% -$17K 0.02% 598
2022
Q3 		$410K Buy
6,424
+191
+3% +$14K 0.02% 619
2022
Q2 		$440K Buy
6,233
+95
+2% +$7K 0.03% 573
2022
Q1 		$472K Buy
6,138
+182
+3% +$14.5K 0.03% 588
2021
Q4 		$519K Sell
5,956
-191
-3% -$16K 0.03% 571
2021
Q3 		$506K Buy
6,147
+306
+5% +$26.9K 0.03% 538
2021
Q2 		$478K Sell
5,841
-1,055
-15% -$81.2K 0.03% 538
2021
Q1 		$472K Buy
6,896
+203
+3% +$13.3K 0.03% 498
2020
Q4 		$452K Buy
6,693
+63
+1% +$4.09K 0.03% 487
2020
Q3 		$414K Buy
6,630
+1,946
+42% +$119K 0.04% 462
2020
Q2 		$266K Buy
+4,684
New +$243K 0.03% 528

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

Mutual Advisors's OTIS Position: Q1 2026 in Review

Mutual Advisors reduced its Otis Worldwide (OTIS) stake by 0.9% in Q1 2026, selling an estimated $4.64K and leaving 5,837 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #929.

Mutual Advisors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $625K in Q3 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Mutual Advisors held 5,837 shares of Otis Worldwide worth $450K as of Q1 2026.
  • Mutual Advisors sold 53 Otis Worldwide shares in Q1 2026, an estimated $4.64K.
  • Otis Worldwide made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #929 holding.
  • Mutual Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Mutual Advisors's Otis Worldwide position peaked at $625K in Q3 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.