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Burnham & Co’s Otis Worldwide OTIS Stock Holding History

Burnham & Co’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 		$17.9K Buy
+250
New +$18.7K 0.01% 160

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

Burnham & Co's OTIS Position: Q2 2026 in Review

Burnham & Co opened a new position in Otis Worldwide (OTIS) in Q2 2026: 250 shares worth $17.9K. The stake represents 0.01% of the portfolio and ranks #160 among its holdings.

1,213 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Burnham & Co held 250 shares of Otis Worldwide worth $17.9K as of Q2 2026.
  • Otis Worldwide was a new Burnham & Co position in Q2 2026.
  • Otis Worldwide made up 0.01% of Burnham & Co's portfolio in Q2 2026, its #160 holding.
  • 1,213 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Burnham & Co's 13F filing for Q2 2026, filed 11 Aug 2026.