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
Q2 		$57.3K Sell
800
-95
-11% -$7.1K 0.01% 305
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 $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

MV Capital Management's OTIS Position: Q2 2026 in Review

MV Capital Management reduced its Otis Worldwide (OTIS) stake by 11% in Q2 2026, selling an estimated $7.1K and leaving 800 shares worth $57.3K. The position accounts for 0.01% of the portfolio, ranked #305.

MV Capital Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $100K in Q1 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • MV Capital Management held 800 shares of Otis Worldwide worth $57.3K as of Q2 2026.
  • MV Capital Management sold 95 Otis Worldwide shares in Q2 2026, an estimated $7.1K.
  • Otis Worldwide made up 0.01% of MV Capital Management's portfolio in Q2 2026, its #305 holding.
  • MV Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • MV Capital Management's Otis Worldwide position peaked at $100K in Q1 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.