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UMB Bank’s Otis Worldwide OTIS Stock Holding History

UMB Bank’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 		$463K Sell
6,005
-441
-7% -$38.6K 0.01% 490
2025
Q4 		$563K Buy
6,446
+655
+11% +$58.6K 0.01% 449
2025
Q3 		$529K Buy
5,791
+1,821
+46% +$165K 0.01% 425
2025
Q2 		$393K Sell
3,970
-806
-17% -$77.8K 0.01% 454
2025
Q1 		$493K Sell
4,776
-153
-3% -$14.9K 0.01% 404
2024
Q4 		$456K Buy
4,929
+137
+3% +$13.7K 0.01% 413
2024
Q3 		$498K Sell
4,792
-299
-6% -$28.5K 0.01% 408
2024
Q2 		$490K Buy
5,091
+196
+4% +$18.9K 0.01% 400
2024
Q1 		$486K Sell
4,895
-241
-5% -$22.3K 0.01% 414
2023
Q4 		$460K Sell
5,136
-245
-5% -$20.4K 0.01% 427
2023
Q3 		$432K Sell
5,381
-74
-1% -$6.33K 0.01% 421
2023
Q2 		$486K Sell
5,455
-250
-4% -$21.1K 0.01% 416
2023
Q1 		$482K Sell
5,705
-11
-0.2% -$910 0.01% 417
2022
Q4 		$448K Sell
5,716
-116
-2% -$8.56K 0.01% 432
2022
Q3 		$372K Sell
5,832
-2,494
-30% -$182K 0.01% 479
2022
Q2 		$588K Sell
8,326
-90
-1% -$6.63K 0.01% 446
2022
Q1 		$647K Sell
8,416
-641
-7% -$51.2K 0.01% 445
2021
Q4 		$789K Buy
9,057
+4,358
+93% +$365K 0.01% 414
2021
Q3 		$386K Sell
4,699
-356
-7% -$31.3K 0.01% 307
2021
Q2 		$413K Sell
5,055
-125
-2% -$9.62K 0.01% 303
2021
Q1 		$355K Sell
5,180
-321
-6% -$21K 0.01% 302
2020
Q4 		$371K Sell
5,501
-2,117
-28% -$137K 0.01% 298
2020
Q3 		$433K Hold
7,618
– – 0.01% 266
2020
Q2 		$433K Buy
+7,618
New +$395K 0.01% 266

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

UMB Bank's OTIS Position: Q1 2026 in Review

UMB Bank reduced its Otis Worldwide (OTIS) stake by 6.8% in Q1 2026, selling an estimated $38.6K and leaving 6,005 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #490.

UMB Bank first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $789K in Q4 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • UMB Bank held 6,005 shares of Otis Worldwide worth $463K as of Q1 2026.
  • UMB Bank sold 441 Otis Worldwide shares in Q1 2026, an estimated $38.6K.
  • Otis Worldwide made up 0.01% of UMB Bank's portfolio in Q1 2026, its #490 holding.
  • UMB Bank first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • UMB Bank's Otis Worldwide position peaked at $789K in Q4 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.