Beacon Capital Management LLC (Tennessee)’s Otis Worldwide OTIS Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-517	Closed	-$51.1K	–	747
2025 Q2	$51.1K	Buy	517 +1	+0.2%	+$97	0.01%	329
2025 Q1	$53.3K	Hold	516	–	–	0.01%	302
2024 Q4	$47.8K	Hold	516	–	–	0.01%	310
2024 Q3	$53.6K	Hold	516	–	–	0.01%	312
2024 Q2	$49.7K	Hold	516	–	–	0.01%	288
2024 Q1	$51.2K	Sell	516 -42	-8%	-$3.88K	0.01%	293
2023 Q4	$44.8K	Hold	558	–	–	0.01%	238
2023 Q3	$49.7K	Hold	558	–	–	0.01%	250
2023 Q2	$49.7K	Sell	558 -40	-7%	-$3.37K	0.01%	250
2023 Q1	$50.5K	Sell	598 -9	-1%	-$745	0.01%	214
2022 Q4	$47.5K	Buy	607 +9	+2%	+$664	0.02%	226
2022 Q3	$42K	Hold	598	–	–	0.01%	233
2022 Q2	$45K	Hold	598	–	–	0.01%	257
2022 Q1	$45K	Buy	+598	New	+$47.8K	0.01%	257

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s OTIS Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 517 shares — an estimated $51.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in OTIS in Q1 2022 and held it in 14 quarters. The position peaked at $53.6K in Q3 2024. 1,253 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 517 Otis Worldwide shares in Q3 2025, an estimated $51.1K.
Beacon Capital Management LLC (Tennessee) first reported a position in Otis Worldwide in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Otis Worldwide position peaked at $53.6K in Q3 2024.
1,253 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.