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Becker Capital Management’s Otis Worldwide OTIS Stock Holding History

Becker Capital Management’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 		$231K Sell
2,991
-11
-0.4% -$962 0.01% 282
2025
Q4 		$262K Buy
+3,002
New +$269K 0.01% 277
2025
Q2 		– Sell
-1,944
Closed -$201K – 283
2025
Q1 		$201K Buy
+1,944
New +$190K 0.01% 270
2024
Q4 		– Sell
-1,983
Closed -$206K – 282
2024
Q3 		$206K Buy
+1,983
New +$189K 0.01% 271
2022
Q1 		– Sell
-2,516
Closed -$219K – 206
2021
Q4 		$219K Sell
2,516
-24
-0.9% -$2.01K 0.01% 195
2021
Q3 		$209K Buy
+2,540
New +$223K 0.01% 194
2020
Q3 		– Sell
-6,961
Closed -$396K – 175
2020
Q2 		$396K Buy
+6,961
New +$361K 0.02% 138

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

Becker Capital Management's OTIS Position: Q1 2026 in Review

Becker Capital Management reduced its Otis Worldwide (OTIS) stake by 0.37% in Q1 2026, selling an estimated $962 and leaving 2,991 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #282.

Becker Capital Management first reported a position in OTIS in Q2 2020 and has held it in 7 quarters since. The position peaked at $396K in Q2 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Becker Capital Management held 2,991 shares of Otis Worldwide worth $231K as of Q1 2026.
  • Becker Capital Management sold 11 Otis Worldwide shares in Q1 2026, an estimated $962.
  • Otis Worldwide made up 0.01% of Becker Capital Management's portfolio in Q1 2026, its #282 holding.
  • Becker Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 7 quarters since.
  • Becker Capital Management's Otis Worldwide position peaked at $396K in Q2 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.