MHC
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Meyer Handelman Company’s Otis Worldwide OTIS Stock Holding History

Meyer Handelman Company’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 		$3.82M Sell
49,602
-32,776
-40% -$2.87M 0.12% 107
2025
Q4 		$7.2M Sell
82,378
-2,270
-3% -$203K 0.23% 87
2025
Q3 		$7.74M Sell
84,648
-3,728
-4% -$338K 0.24% 84
2025
Q2 		$8.75M Sell
88,376
-14,369
-14% -$1.39M 0.29% 78
2025
Q1 		$10.6M Sell
102,745
-2,823
-3% -$276K 0.37% 65
2024
Q4 		$9.78M Sell
105,568
-973
-0.9% -$97.6K 0.34% 68
2024
Q3 		$11.1M Buy
106,541
+3,265
+3% +$311K 0.37% 68
2024
Q2 		$9.94M Buy
103,276
+1,670
+2% +$161K 0.35% 69
2024
Q1 		$10.1M Sell
101,606
-11,986
-11% -$1.11M 0.35% 74
2023
Q4 		$10.2M Buy
113,592
+2,450
+2% +$204K 0.4% 71
2023
Q3 		$8.93M Buy
111,142
+30
+0% +$2.57K 0.36% 74
2023
Q2 		$9.89M Buy
111,112
+1,660
+2% +$140K 0.4% 70
2023
Q1 		$9.24M Hold
109,452
– – 0.39% 76
2022
Q4 		$8.57M Sell
109,452
-400
-0.4% -$29.5K 0.36% 78
2022
Q3 		$7.01M Buy
109,852
+90
+0.1% +$6.58K 0.32% 82
2022
Q2 		$7.76M Buy
109,762
+1,600
+1% +$118K 0.33% 79
2022
Q1 		$8.32M Buy
108,162
+2,250
+2% +$180K 0.32% 81
2021
Q4 		$9.22M Hold
105,912
– – 0.34% 77
2021
Q3 		$8.71M Hold
105,912
– – 0.36% 76
2021
Q2 		$8.66M Buy
105,912
+350
+0.3% +$26.9K 0.34% 77
2021
Q1 		$7.23M Buy
105,562
+8,850
+9% +$579K 0.3% 81
2020
Q4 		$6.53M Sell
96,712
-11,975
-11% -$777K 0.3% 76
2020
Q3 		$6.79M Buy
108,687
+775
+0.7% +$47.4K 0.35% 72
2020
Q2 		$6.14M Buy
+107,912
New +$5.59M 0.33% 74

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

Meyer Handelman Company's OTIS Position: Q1 2026 in Review

Meyer Handelman Company reduced its Otis Worldwide (OTIS) stake by 40% in Q1 2026, selling an estimated $2.87M and leaving 49,602 shares worth $3.82M. The position accounts for 0.12% of the portfolio, ranked #107.

Meyer Handelman Company first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $11.1M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Meyer Handelman Company held 49,602 shares of Otis Worldwide worth $3.82M as of Q1 2026.
  • Meyer Handelman Company sold 32,776 Otis Worldwide shares in Q1 2026, an estimated $2.87M.
  • Otis Worldwide made up 0.12% of Meyer Handelman Company's portfolio in Q1 2026, its #107 holding.
  • Meyer Handelman Company first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Meyer Handelman Company's Otis Worldwide position peaked at $11.1M in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Meyer Handelman Company's 13F filing for Q1 2026, filed 20 Apr 2026.