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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
Q2 		$229K Hold
3,201
– – 0.05% 210
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 $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 $3.38T AUM 44.17% 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

Mystic Asset Management's OTIS Position: Q2 2026 in Review

Mystic Asset Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 3,201 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #210.

Mystic Asset Management first reported a position in OTIS in Q4 2021 and has held it in 8 quarters since. The position peaked at $429K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Mystic Asset Management held 3,201 shares of Otis Worldwide worth $229K as of Q2 2026.
  • Mystic Asset Management left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.05% of Mystic Asset Management's portfolio in Q2 2026, its #210 holding.
  • Mystic Asset Management first reported a position in Otis Worldwide in Q4 2021 and has held it in 8 quarters since.
  • Mystic Asset Management's Otis Worldwide position peaked at $429K in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Mystic Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.