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 Q2	$214K	Buy	2,992 +1	+0%	+$75	0.01%	292
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 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 $3.38T AUM 44.17% 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

Becker Capital Management's OTIS Position: Q2 2026 in Review

Becker Capital Management increased its Otis Worldwide (OTIS) stake by 0.03% in Q2 2026, buying an estimated $75 and bringing the position to 2,992 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #292.

Becker Capital Management first reported a position in OTIS in Q2 2020 and has held it in 8 quarters since. The position peaked at $396K in Q2 2020. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Becker Capital Management held 2,992 shares of Otis Worldwide worth $214K as of Q2 2026.
Becker Capital Management bought 1 Otis Worldwide share in Q2 2026, an estimated $75.
Otis Worldwide made up 0.01% of Becker Capital Management's portfolio in Q2 2026, its #292 holding.
Becker Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 8 quarters since.
Becker Capital Management's Otis Worldwide position peaked at $396K in Q2 2020.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.