AllSquare Wealth Management’s Otis Worldwide OTIS Stock Holding History

AllSquare Wealth 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	$123K	Hold	1,350	–	–	0.07%	141
2025 Q2	$134K	Hold	1,350	–	–	0.08%	131
2025 Q1	$139K	Hold	1,350	–	–	0.08%	125
2024 Q4	$125K	Hold	1,350	–	–	0.07%	133
2024 Q3	$140K	Hold	1,350	–	–	0.08%	130
2024 Q2	$130K	Hold	1,350	–	–	0.08%	129
2024 Q1	$134K	Hold	1,350	–	–	0.08%	134
2023 Q4	$121K	Hold	1,350	–	–	0.07%	130
2023 Q3	$108K	Hold	1,350	–	–	0.07%	133
2023 Q2	$110K	Hold	1,350	–	–	0.07%	127
2023 Q1	$114K	Hold	1,350	–	–	0.07%	128
2022 Q4	$106K	Hold	1,350	–	–	0.07%	131
2022 Q3	$86K	Hold	1,350	–	–	0.06%	139
2022 Q2	$95K	Hold	1,350	–	–	0.06%	135
2022 Q1	$104K	Hold	1,350	–	–	0.06%	145
2021 Q4	$118K	Hold	1,350	–	–	0.07%	133
2021 Q3	$111K	Sell	1,350 -171	-11%	-$15K	0.07%	134
2021 Q2	$124K	Hold	1,521	–	–	0.07%	136
2021 Q1	$104K	Hold	1,521	–	–	0.06%	145
2020 Q4	$103K	Buy	1,521 +346	+29%	+$22.4K	0.07%	138
2020 Q3	$73K	Hold	1,175	–	–	0.05%	152
2020 Q2	$67K	Buy	+1,175	New	+$60.9K	0.05%	151

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

AllSquare Wealth Management's OTIS Position: Q3 2025 in Review

AllSquare Wealth Management held its Otis Worldwide (OTIS) position steady in Q3 2025 at 1,350 shares worth $123K. The position accounts for 0.07% of the portfolio, ranked #141.

AllSquare Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 22 quarters since. The position peaked at $140K in Q3 2024. 1,251 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

AllSquare Wealth Management held 1,350 shares of Otis Worldwide worth $123K as of Q3 2025.
AllSquare Wealth Management left its Otis Worldwide share count unchanged in Q3 2025.
Otis Worldwide made up 0.07% of AllSquare Wealth Management's portfolio in Q3 2025, its #141 holding.
AllSquare Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 22 quarters since.
AllSquare Wealth Management's Otis Worldwide position peaked at $140K in Q3 2024.
1,251 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.