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Mystic Asset Management’s Otis Worldwide OTIS Stock Holding History

Mystic Asset 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 		$247K Sell
3,201
-348
-10% -$30.4K 0.06% 206
2025
Q4 		$310K Sell
3,549
-534
-13% -$47.8K 0.07% 183
2025
Q3 		$373K Buy
4,083
+73
+2% +$6.63K 0.08% 166
2025
Q2 		$397K Sell
4,010
-150
-4% -$14.5K 0.1% 159
2025
Q1 		$429K Buy
4,160
+38
+0.9% +$3.71K 0.11% 147
2024
Q4 		$382K Buy
+4,122
New +$413K 0.1% 157
2022
Q1 		– Sell
-1,525
Closed -$132K – 330
2021
Q4 		$132K Buy
+1,525
New +$128K 0.06% 180

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

Mystic Asset Management's OTIS Position: Q1 2026 in Review

Mystic Asset Management reduced its Otis Worldwide (OTIS) stake by 9.8% in Q1 2026, selling an estimated $30.4K and leaving 3,201 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #206.

Mystic Asset Management first reported a position in OTIS in Q4 2021 and has held it in 7 quarters since. The position peaked at $429K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Mystic Asset Management held 3,201 shares of Otis Worldwide worth $247K as of Q1 2026.
  • Mystic Asset Management sold 348 Otis Worldwide shares in Q1 2026, an estimated $30.4K.
  • Otis Worldwide made up 0.06% of Mystic Asset Management's portfolio in Q1 2026, its #206 holding.
  • Mystic Asset Management first reported a position in Otis Worldwide in Q4 2021 and has held it in 7 quarters since.
  • Mystic Asset Management's Otis Worldwide position peaked at $429K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Mystic Asset Management's 13F filing for Q1 2026, filed 8 May 2026.