William Mack & Associates’s Otis Worldwide OTIS Stock Holding History

William Mack & Associates’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 Q3	$772	Buy	+12	New	+$854	﹤0.01%	776

Other funds holding OTIS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

William Mack & Associates's OTIS Position: Q3 2026 in Review

William Mack & Associates opened a new position in Otis Worldwide (OTIS) in Q3 2026: 12 shares worth $772. The stake represents ﹤0.01% of the portfolio and ranks #776 among its holdings.

1,015 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

William Mack & Associates held 12 shares of Otis Worldwide worth $772 as of Q3 2026.
Otis Worldwide was a new William Mack & Associates position in Q3 2026.
Otis Worldwide made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #776 holding.
1,015 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.