MCM
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MV Capital Management’s Otis Worldwide OTIS Stock Holding History

MV 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 		$69K Sell
895
-10
-1% -$875 0.01% 290
2025
Q4 		$79.1K Buy
905
+2
+0.2% +$179 0.01% 265
2025
Q3 		$82.6K Sell
903
-68
-7% -$6.17K 0.01% 257
2025
Q2 		$96.1K Buy
971
+1
+0.1% +$97 0.01% 245
2025
Q1 		$100K Buy
970
+11
+1% +$1.07K 0.01% 237
2024
Q4 		$88.8K Sell
959
-2
-0.2% -$201 0.01% 245
2024
Q3 		$99.9K Sell
961
-36
-4% -$3.43K 0.01% 234
2024
Q2 		$96K Buy
997
+34
+4% +$3.28K 0.01% 232
2024
Q1 		$95.6K Sell
963
-34
-3% -$3.14K 0.01% 234
2023
Q4 		$89.2K Buy
997
+101
+11% +$8.4K 0.01% 233
2023
Q3 		$72K Sell
896
-151
-14% -$12.9K 0.01% 242
2023
Q2 		$93.2K Sell
1,047
-1
-0.1% -$84 0.01% 220
2023
Q1 		$88.5K Buy
1,048
+39
+4% +$3.23K 0.01% 218
2022
Q4 		$79K Sell
1,009
-94
-9% -$6.94K 0.01% 189
2022
Q3 		$70K Buy
1,103
+25
+2% +$1.83K 0.01% 191
2022
Q2 		$76K Buy
1,078
+45
+4% +$3.31K 0.01% 185
2022
Q1 		$79K Buy
1,033
+109
+12% +$8.71K 0.01% 188
2021
Q4 		$80K Buy
924
+21
+2% +$1.76K 0.01% 180
2021
Q3 		$74K Buy
903
+39
+5% +$3.43K 0.01% 176
2021
Q2 		$71K Buy
864
+61
+8% +$4.7K 0.01% 174
2021
Q1 		$55K Buy
803
+3
+0.4% +$196 0.01% 171
2020
Q4 		$54K Hold
800
– – 0.01% 158
2020
Q3 		$50K Sell
800
-110
-12% -$6.73K 0.01% 151
2020
Q2 		$52K Buy
+910
New +$47.1K 0.01% 152

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

MV Capital Management's OTIS Position: Q1 2026 in Review

MV Capital Management reduced its Otis Worldwide (OTIS) stake by 1.1% in Q1 2026, selling an estimated $875 and leaving 895 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #290.

MV Capital Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $100K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • MV Capital Management held 895 shares of Otis Worldwide worth $69K as of Q1 2026.
  • MV Capital Management sold 10 Otis Worldwide shares in Q1 2026, an estimated $875.
  • Otis Worldwide made up 0.01% of MV Capital Management's portfolio in Q1 2026, its #290 holding.
  • MV Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • MV Capital Management's Otis Worldwide position peaked at $100K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.