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AdvisorShares Investments’s Otis Worldwide OTIS Stock Holding History

AdvisorShares Investments’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
Q4 		– Sell
-81,800
Closed -$7.48M – 336
2025
Q3 		$7.48M Sell
81,800
-156
-0.2% -$14.2K 1.22% 19
2025
Q2 		$8.12M Buy
81,956
+1,289
+2% +$124K 1.46% 12
2025
Q1 		$8.39M Buy
80,667
+4,445
+6% +$434K 1.64% 6
2024
Q4 		$7.06M Buy
76,222
+10,178
+15% +$1.02M 1.36% 14
2024
Q3 		$6.86M Buy
66,044
+1,048
+2% +$99.8K 1.32% 16
2024
Q2 		$6.17M Buy
64,996
+4,454
+7% +$429K 1.07% 20
2024
Q1 		$6.01M Buy
60,542
+22,270
+58% +$2.06M 1.01% 12
2023
Q4 		$3.42M Buy
38,272
+4,755
+14% +$395K 0.8% 23
2023
Q3 		$2.69M Buy
33,517
+1,936
+6% +$166K 0.72% 24
2023
Q2 		$2.81M Buy
31,581
+7,744
+32% +$652K 0.8% 19
2023
Q1 		$2.01M Buy
23,837
+7,260
+44% +$601K 0.63% 20
2022
Q4 		$1.3M Buy
16,577
+451
+3% +$33.3K 0.37% 27
2022
Q3 		$1.03M Hold
16,126
– – 0.28% 37
2022
Q2 		$1.14M Sell
16,126
-242
-1% -$17.8K 0.32% 30
2022
Q1 		$1.26M Buy
16,368
+1,379
+9% +$110K 0.21% 38
2021
Q4 		$1.3M Buy
+14,989
New +$1.25M 0.16% 71

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AdvisorShares Investments's OTIS Position: Q4 2025 in Review

AdvisorShares Investments sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 81,800 shares — an estimated $7.48M sold.

AdvisorShares Investments first reported a position in OTIS in Q4 2021 and held it in 16 quarters. The position peaked at $8.39M in Q1 2025. 1,311 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • AdvisorShares Investments reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
  • AdvisorShares Investments sold 81,800 Otis Worldwide shares in Q4 2025, an estimated $7.48M.
  • AdvisorShares Investments first reported a position in Otis Worldwide in Q4 2021 and held it in 16 quarters.
  • AdvisorShares Investments's Otis Worldwide position peaked at $8.39M in Q1 2025.
  • 1,311 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on AdvisorShares Investments's 13F filing for Q4 2025, filed 10 Feb 2026.