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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
Q2 		$430K Sell
6,001
-4
-0.1% -$299 0.01% 526
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 $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

UMB Bank's OTIS Position: Q2 2026 in Review

UMB Bank reduced its Otis Worldwide (OTIS) stake by 0.07% in Q2 2026, selling an estimated $299 and leaving 6,001 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #526.

UMB Bank first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $789K in Q4 2021. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • UMB Bank held 6,001 shares of Otis Worldwide worth $430K as of Q2 2026.
  • UMB Bank sold 4 Otis Worldwide shares in Q2 2026, an estimated $299.
  • Otis Worldwide made up 0.01% of UMB Bank's portfolio in Q2 2026, its #526 holding.
  • UMB Bank first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • UMB Bank's Otis Worldwide position peaked at $789K in Q4 2021.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.