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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Beck Mack & Oliver's OTIS Position: Q1 2026 in Review

Beck Mack & Oliver held its Otis Worldwide (OTIS) position steady in Q1 2026 at 4,582 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #153.

Beck Mack & Oliver first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $465K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Beck Mack & Oliver held 4,582 shares of Otis Worldwide worth $353K as of Q1 2026.
  • Beck Mack & Oliver left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.01% of Beck Mack & Oliver's portfolio in Q1 2026, its #153 holding.
  • Beck Mack & Oliver first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Beck Mack & Oliver's Otis Worldwide position peaked at $465K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Beck Mack & Oliver's 13F filing for Q1 2026, filed 12 May 2026.