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Beacon Investment Advisory Services’s Otis Worldwide OTIS Stock Holding History

Beacon Investment Advisory Services’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 		$50.1K Sell
700
-272
-28% -$20.3K ﹤0.01% 438
2026
Q1 		$74.9K Buy
+972
New +$85K ﹤0.01% 368
2020
Q3 		– Sell
-5,098
Closed -$290K – 262
2020
Q2 		$290K Buy
+5,098
New +$264K 0.02% 199

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Beacon Investment Advisory Services's OTIS Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Otis Worldwide (OTIS) stake by 28% in Q2 2026, selling an estimated $20.3K and leaving 700 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Beacon Investment Advisory Services first reported a position in OTIS in Q2 2020 and has held it in 3 quarters since. The position peaked at $290K in Q2 2020. 682 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Beacon Investment Advisory Services held 700 shares of Otis Worldwide worth $50.1K as of Q2 2026.
  • Beacon Investment Advisory Services sold 272 Otis Worldwide shares in Q2 2026, an estimated $20.3K.
  • Otis Worldwide made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #438 holding.
  • Beacon Investment Advisory Services first reported a position in Otis Worldwide in Q2 2020 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's Otis Worldwide position peaked at $290K in Q2 2020.
  • 682 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.