Beck Mack & Oliver’s Otis Worldwide OTIS Stock Holding History

Beck Mack & Oliver’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	$328K	Hold	4,582	–	–	0.01%	161
2026 Q1	$353K	Hold	4,582	–	–	0.01%	153
2025 Q4	$400K	Sell	4,582 -132	-3%	-$11.8K	0.01%	147
2025 Q3	$431K	Buy	4,714 +482	+11%	+$43.8K	0.01%	139
2025 Q2	$419K	Sell	4,232 -165	-4%	-$15.9K	0.01%	139
2025 Q1	$454K	Sell	4,397 -75	-2%	-$7.33K	0.01%	133
2024 Q4	$414K	Hold	4,472	–	–	0.01%	133
2024 Q3	$465K	Sell	4,472 -75	-2%	-$7.15K	0.01%	127
2024 Q2	$438K	Hold	4,547	–	–	0.01%	125
2024 Q1	$451K	Hold	4,547	–	–	0.01%	129
2023 Q4	$407K	Hold	4,547	–	–	0.01%	133
2023 Q3	$365K	Hold	4,547	–	–	0.01%	132
2023 Q2	$405K	Sell	4,547 -25	-0.5%	-$2.11K	0.01%	133
2023 Q1	$386K	Buy	4,572 +25	+0.5%	+$2.07K	0.01%	140
2022 Q4	$356K	Hold	4,547	–	–	0.01%	144
2022 Q3	$290K	Hold	4,547	–	–	0.01%	150
2022 Q2	$321K	Hold	4,547	–	–	0.01%	149
2022 Q1	$350K	Hold	4,547	–	–	0.01%	153
2021 Q4	$396K	Hold	4,547	–	–	0.01%	154
2021 Q3	$374K	Sell	4,547 -11	-0.2%	-$967	0.01%	162
2021 Q2	$373K	Buy	4,558 +11	+0.2%	+$847	0.01%	153
2021 Q1	$311K	Sell	4,547 -250	-5%	-$16.3K	0.01%	160
2020 Q4	$324K	Sell	4,797 -500	-9%	-$32.4K	0.01%	157
2020 Q3	$331K	Hold	5,297	–	–	0.01%	153
2020 Q2	$301K	Buy	+5,297	New	+$274K	0.01%	160

Other funds holding OTIS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Beck Mack & Oliver's OTIS Position: Q2 2026 in Review

Beck Mack & Oliver held its Otis Worldwide (OTIS) position steady in Q2 2026 at 4,582 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #161.

Beck Mack & Oliver first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $465K in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Beck Mack & Oliver held 4,582 shares of Otis Worldwide worth $328K as of Q2 2026.
Beck Mack & Oliver left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.01% of Beck Mack & Oliver's portfolio in Q2 2026, its #161 holding.
Beck Mack & Oliver first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Beck Mack & Oliver's Otis Worldwide position peaked at $465K in Q3 2024.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Beck Mack & Oliver's 13F filing for Q2 2026, filed 14 Aug 2026.