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Mutual of America Capital Management’s Otis Worldwide OTIS Stock Holding History

Mutual of America 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
Q1 		$3.19M Sell
41,357
-500
-1% -$43.7K 0.04% 558
2025
Q4 		$3.66M Sell
41,857
-698
-2% -$62.4K 0.04% 545
2025
Q3 		$3.89M Sell
42,555
-2,717
-6% -$247K 0.04% 534
2025
Q2 		$4.48M Sell
45,272
-849
-2% -$82K 0.05% 480
2025
Q1 		$4.76M Sell
46,121
-1,741
-4% -$170K 0.05% 437
2024
Q4 		$4.43M Sell
47,862
-1,472
-3% -$148K 0.05% 509
2024
Q3 		$5.13M Sell
49,334
-1,677
-3% -$160K 0.05% 449
2024
Q2 		$4.91M Sell
51,011
-2,165
-4% -$209K 0.05% 453
2024
Q1 		$5.28M Sell
53,176
-1,738
-3% -$161K 0.06% 445
2023
Q4 		$4.91M Sell
54,914
-2,849
-5% -$237K 0.06% 456
2023
Q3 		$4.64M Sell
57,763
-1,833
-3% -$157K 0.06% 450
2023
Q2 		$5.3M Buy
59,596
+79
+0.1% +$6.66K 0.06% 431
2023
Q1 		$5.02M Sell
59,517
-146
-0.2% -$12.1K 0.06% 459
2022
Q4 		$4.67M Buy
59,663
+1,333
+2% +$98.4K 0.06% 482
2022
Q3 		$3.72M Buy
58,330
+551
+1% +$40.3K 0.05% 561
2022
Q2 		$4.08M Buy
57,779
+935
+2% +$68.9K 0.05% 536
2022
Q1 		$4.37M Buy
56,844
+648
+1% +$51.8K 0.05% 609
2021
Q4 		$4.89M Buy
56,196
+53
+0.1% +$4.44K 0.05% 567
2021
Q3 		$4.62M Buy
56,143
+3,307
+6% +$291K 0.05% 570
2021
Q2 		$4.32M Sell
52,836
-51
-0.1% -$3.92K 0.04% 616
2021
Q1 		$3.62M Buy
52,887
+1,163
+2% +$76K 0.04% 697
2020
Q4 		$3.49M Sell
51,724
-1,027
-2% -$66.6K 0.04% 661
2020
Q3 		$3.29M Sell
52,751
-1,843
-3% -$113K 0.04% 576
2020
Q2 		$3.1M Buy
+54,594
New +$2.83M 0.04% 587

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Mutual of America Capital Management's OTIS Position: Q1 2026 in Review

Mutual of America Capital Management reduced its Otis Worldwide (OTIS) stake by 1.2% in Q1 2026, selling an estimated $43.7K and leaving 41,357 shares worth $3.19M. The position accounts for 0.04% of the portfolio, ranked #558.

Mutual of America Capital Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.3M in Q2 2023. 1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Mutual of America Capital Management held 41,357 shares of Otis Worldwide worth $3.19M as of Q1 2026.
  • Mutual of America Capital Management sold 500 Otis Worldwide shares in Q1 2026, an estimated $43.7K.
  • Otis Worldwide made up 0.04% of Mutual of America Capital Management's portfolio in Q1 2026, its #558 holding.
  • Mutual of America Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Mutual of America Capital Management's Otis Worldwide position peaked at $5.3M in Q2 2023.
  • 1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Mutual of America Capital Management's 13F filing for Q1 2026, filed 7 May 2026.