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Aaron Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Aaron Wealth Advisors’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
2025
Q3 		– Sell
-4,392
Closed -$435K – 655
2025
Q2 		$435K Sell
4,392
-984
-18% -$95K 0.04% 274
2025
Q1 		$555K Buy
5,376
+1,792
+50% +$175K 0.06% 193
2024
Q4 		$332K Buy
+3,584
New +$359K 0.04% 296
2022
Q2 		– Sell
-214
Closed -$16.5K – 647
2022
Q1 		$16.5K Buy
+214
New +$17.1K ﹤0.01% 688

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Aaron Wealth Advisors's OTIS Position: Q3 2025 in Review

Aaron Wealth Advisors sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 4,392 shares — an estimated $435K sold.

Aaron Wealth Advisors first reported a position in OTIS in Q1 2022 and held it in 4 quarters. The position peaked at $555K in Q1 2025. 1,253 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Aaron Wealth Advisors reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Aaron Wealth Advisors sold 4,392 Otis Worldwide shares in Q3 2025, an estimated $435K.
  • Aaron Wealth Advisors first reported a position in Otis Worldwide in Q1 2022 and held it in 4 quarters.
  • Aaron Wealth Advisors's Otis Worldwide position peaked at $555K in Q1 2025.
  • 1,253 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Aaron Wealth Advisors's 13F filing for Q3 2025, filed 3 Oct 2025.