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
Q2 		$2.6M Sell
36,367
-13,235
-27% -$989K 0.07% 118
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 $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

Meyer Handelman Company's OTIS Position: Q2 2026 in Review

Meyer Handelman Company reduced its Otis Worldwide (OTIS) stake by 27% in Q2 2026, selling an estimated $989K and leaving 36,367 shares worth $2.6M. The position accounts for 0.07% of the portfolio, ranked #118.

Meyer Handelman Company first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.1M in Q3 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Meyer Handelman Company held 36,367 shares of Otis Worldwide worth $2.6M as of Q2 2026.
  • Meyer Handelman Company sold 13,235 Otis Worldwide shares in Q2 2026, an estimated $989K.
  • Otis Worldwide made up 0.07% of Meyer Handelman Company's portfolio in Q2 2026, its #118 holding.
  • Meyer Handelman Company first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Meyer Handelman Company's Otis Worldwide position peaked at $11.1M in Q3 2024.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Meyer Handelman Company's 13F filing for Q2 2026, filed 3 Aug 2026.