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
Q2 		$414K Sell
5,788
-49
-0.8% -$3.66K 0.01% 1035
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 $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

Mutual Advisors's OTIS Position: Q2 2026 in Review

Mutual Advisors reduced its Otis Worldwide (OTIS) stake by 0.84% in Q2 2026, selling an estimated $3.66K and leaving 5,788 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #1035.

Mutual Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $625K in Q3 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Mutual Advisors held 5,788 shares of Otis Worldwide worth $414K as of Q2 2026.
  • Mutual Advisors sold 49 Otis Worldwide shares in Q2 2026, an estimated $3.66K.
  • Otis Worldwide made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1035 holding.
  • Mutual Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Mutual Advisors's Otis Worldwide position peaked at $625K in Q3 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.