J.M. Forbes & Co’s Otis Worldwide OTIS Stock Holding History

J.M. Forbes & 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	$201K	Hold	2,806	–	–	0.02%	159
2026 Q1	$216K	Hold	2,806	–	–	0.02%	148
2025 Q4	$245K	Sell	2,806 -4	-0.1%	-$358	0.02%	134
2025 Q3	$257K	Buy	2,810 +29	+1%	+$2.63K	0.02%	132
2025 Q2	$275K	Sell	2,781 -23	-0.8%	-$2.22K	0.03%	126
2025 Q1	$289K	Hold	2,804	–	–	0.03%	125
2024 Q4	$260K	Sell	2,804 -52	-2%	-$5.21K	0.03%	132
2024 Q3	$297K	Hold	2,856	–	–	0.03%	122
2024 Q2	$275K	Hold	2,856	–	–	0.03%	119
2024 Q1	$284K	Sell	2,856 -122	-4%	-$11.3K	0.03%	120
2023 Q4	$266K	Hold	2,978	–	–	0.03%	117
2023 Q3	$239K	Hold	2,978	–	–	0.03%	119
2023 Q2	$265K	Sell	2,978 -5	-0.2%	-$421	0.03%	117
2023 Q1	$252K	Sell	2,983 -25	-0.8%	-$2.07K	0.03%	97
2022 Q4	$236K	Buy	+3,008	New	+$222K	0.03%	101
2022 Q3	–	Sell	-3,226	Closed	-$228K	–	112
2022 Q2	$228K	Sell	3,226 -17	-0.5%	-$1.25K	0.03%	103
2022 Q1	$250K	Sell	3,243 -5	-0.2%	-$400	0.03%	107
2021 Q4	$283K	Buy	3,248 +247	+8%	+$20.7K	0.03%	102
2021 Q3	$247K	Sell	3,001 -30	-1%	-$2.64K	0.03%	102
2021 Q2	$248K	Hold	3,031	–	–	0.03%	105
2021 Q1	$207K	Sell	3,031 -31	-1%	-$2.03K	0.03%	100
2020 Q4	$207K	Buy	+3,062	New	+$199K	0.03%	100

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

J.M. Forbes & Co's OTIS Position: Q2 2026 in Review

J.M. Forbes & Co held its Otis Worldwide (OTIS) position steady in Q2 2026 at 2,806 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #159.

J.M. Forbes & Co first reported a position in OTIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $297K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

J.M. Forbes & Co held 2,806 shares of Otis Worldwide worth $201K as of Q2 2026.
J.M. Forbes & Co left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.02% of J.M. Forbes & Co's portfolio in Q2 2026, its #159 holding.
J.M. Forbes & Co first reported a position in Otis Worldwide in Q4 2020 and has held it in 22 quarters since.
J.M. Forbes & Co's Otis Worldwide position peaked at $297K in Q3 2024.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.