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Beese Fulmer Investment Management’s Otis Worldwide OTIS Stock Holding History

Beese Fulmer Investment 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 		$206K Sell
2,882
-1,190
-29% -$88.9K 0.01% 383
2026
Q1 		$314K Buy
4,072
+186
+5% +$16.3K 0.02% 298
2025
Q4 		$339K Buy
+3,886
New +$348K 0.02% 260
2020
Q3 		– Sell
-3,672
Closed -$209K – 435
2020
Q2 		$209K Buy
+3,672
New +$190K 0.03% 178

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Beese Fulmer Investment Management's OTIS Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Otis Worldwide (OTIS) stake by 29% in Q2 2026, selling an estimated $88.9K and leaving 2,882 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #383.

Beese Fulmer Investment Management first reported a position in OTIS in Q2 2020 and has held it in 4 quarters since. The position peaked at $339K in Q4 2025. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Beese Fulmer Investment Management held 2,882 shares of Otis Worldwide worth $206K as of Q2 2026.
  • Beese Fulmer Investment Management sold 1,190 Otis Worldwide shares in Q2 2026, an estimated $88.9K.
  • Otis Worldwide made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #383 holding.
  • Beese Fulmer Investment Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 4 quarters since.
  • Beese Fulmer Investment Management's Otis Worldwide position peaked at $339K in Q4 2025.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.