AHL Investment Management’s Otis Worldwide OTIS Stock Holding History

AHL Investment Management’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	$1.15M	Buy	12,579 +6,747	+116%	+$612K	0.79%	39
2025 Q2	$577K	Sell	5,832 -25	-0.4%	-$2.41K	0.39%	46
2025 Q1	$604K	Sell	5,857 -60	-1%	-$5.86K	0.42%	47
2024 Q4	$548K	Sell	5,917 -25	-0.4%	-$2.51K	0.38%	48
2024 Q3	$618K	Hold	5,942	–	–	0.43%	47
2024 Q2	$572K	Sell	5,942 -10	-0.2%	-$964	0.42%	44
2024 Q1	$591K	Hold	5,952	–	–	0.45%	44
2023 Q4	$533K	Hold	5,952	–	–	0.44%	44
2023 Q3	$478K	Hold	5,952	–	–	0.43%	44
2023 Q2	$530K	Sell	5,952 -92	-2%	-$7.75K	0.47%	41
2023 Q1	$510K	Sell	6,044 -325	-5%	-$26.9K	0.47%	45
2022 Q4	$499K	Hold	6,369	–	–	0.46%	43
2022 Q3	$406K	Sell	6,369 -5	-0.1%	-$366	0.42%	42
2022 Q2	$450K	Hold	6,374	–	–	0.45%	42
2022 Q1	$490K	Sell	6,374 -80	-1%	-$6.39K	0.45%	42
2021 Q4	$562K	Buy	+6,454	New	+$540K	0.51%	44

Other funds holding OTIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

AHL Investment Management's OTIS Position: Q3 2025 in Review

AHL Investment Management increased its Otis Worldwide (OTIS) stake by 116% in Q3 2025, buying an estimated $612K and bringing the position to 12,579 shares worth $1.15M. The position accounts for 0.79% of the portfolio, ranked #39.

AHL Investment Management first reported a position in OTIS in Q4 2021 and has held it in 16 quarters since. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

AHL Investment Management held 12,579 shares of Otis Worldwide worth $1.15M as of Q3 2025.
AHL Investment Management bought 6,747 Otis Worldwide shares in Q3 2025, an estimated $612K.
Otis Worldwide made up 0.79% of AHL Investment Management's portfolio in Q3 2025, its #39 holding.
AHL Investment Management first reported a position in Otis Worldwide in Q4 2021 and has held it in 16 quarters since.
1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.