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Welch & Forbes’s Otis Worldwide OTIS Stock Holding History

Welch & Forbes’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 		$17M Sell
238,066
-7,612
-3% -$569K 0.21% 81
2026
Q1 		$18.9M Sell
245,678
-902
-0.4% -$78.9K 0.24% 74
2025
Q4 		$21.5M Sell
246,580
-5,358
-2% -$479K 0.26% 77
2025
Q3 		$23M Sell
251,938
-5,374
-2% -$488K 0.28% 75
2025
Q2 		$25.5M Sell
257,312
-6,631
-3% -$640K 0.32% 72
2025
Q1 		$27.2M Sell
263,943
-13,607
-5% -$1.33M 0.36% 70
2024
Q4 		$25.7M Sell
277,550
-9,965
-3% -$999K 0.33% 72
2024
Q3 		$29.9M Sell
287,515
-5,524
-2% -$526K 0.38% 67
2024
Q2 		$28.2M Sell
293,039
-2,853
-1% -$275K 0.38% 69
2024
Q1 		$29.4M Sell
295,892
-6,142
-2% -$568K 0.4% 65
2023
Q4 		$27M Sell
302,034
-3,785
-1% -$315K 0.41% 61
2023
Q3 		$24.6M Buy
305,819
+2,143
+0.7% +$183K 0.41% 63
2023
Q2 		$27M Sell
303,676
-1,824
-0.6% -$154K 0.43% 59
2023
Q1 		$25.8M Sell
305,500
-4,717
-2% -$390K 0.44% 61
2022
Q4 		$24.3M Sell
310,217
-3,455
-1% -$255K 0.44% 61
2022
Q3 		$20M Sell
313,672
-1,302
-0.4% -$95.3K 0.39% 68
2022
Q2 		$22.3M Sell
314,974
-1,910
-0.6% -$141K 0.41% 67
2022
Q1 		$24.4M Sell
316,884
-3,684
-1% -$294K 0.38% 71
2021
Q4 		$27.9M Sell
320,568
-18,227
-5% -$1.53M 0.42% 64
2021
Q3 		$27.9M Sell
338,795
-6,724
-2% -$591K 0.46% 57
2021
Q2 		$28.3M Sell
345,519
-6,093
-2% -$469K 0.48% 56
2021
Q1 		$24.1M Sell
351,612
-6,720
-2% -$439K 0.44% 58
2020
Q4 		$24.2M Sell
358,332
-5,787
-2% -$375K 0.47% 54
2020
Q3 		$22.7M Sell
364,119
-37,663
-9% -$2.3M 0.49% 53
2020
Q2 		$22.8M Buy
+401,782
New +$20.8M 0.54% 53

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

Welch & Forbes's OTIS Position: Q2 2026 in Review

Welch & Forbes reduced its Otis Worldwide (OTIS) stake by 3.1% in Q2 2026, selling an estimated $569K and leaving 238,066 shares worth $17M. The position accounts for 0.21% of the portfolio, ranked #81.

Welch & Forbes first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $29.9M in Q3 2024. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Welch & Forbes held 238,066 shares of Otis Worldwide worth $17M as of Q2 2026.
  • Welch & Forbes sold 7,612 Otis Worldwide shares in Q2 2026, an estimated $569K.
  • Otis Worldwide made up 0.21% of Welch & Forbes's portfolio in Q2 2026, its #81 holding.
  • Welch & Forbes first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Welch & Forbes's Otis Worldwide position peaked at $29.9M in Q3 2024.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.