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	-16,467	Closed	-$214K	–	647
2022 Q1	$214K	Buy	+16,467	New	+$1.32M	﹤0.01%	774

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return