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Alta Advisers’s Otis Worldwide OTIS Stock Holding History

Alta Advisers’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
Q2 		– Sell
-1,968
Closed -$203K – 250
2025
Q1 		$203K Buy
+1,968
New +$192K 0.09% 225
2024
Q4 		– Sell
-1,200
Closed -$125K – 334
2024
Q3 		$125K Hold
1,200
– – 0.06% 238
2024
Q2 		$116K Hold
1,200
– – 0.06% 227
2024
Q1 		$119K Hold
1,200
– – 0.06% 238
2023
Q4 		$107K Hold
1,200
– – 0.06% 242
2023
Q3 		$96.4K Hold
1,200
– – 0.06% 245
2023
Q2 		$107K Hold
1,200
– – 0.06% 226
2023
Q1 		$101K Hold
1,200
– – 0.06% 231
2022
Q4 		$94K Hold
1,200
– – 0.06% 240
2022
Q3 		$77K Buy
+1,200
New +$87.8K 0.05% 275

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

Alta Advisers's OTIS Position: Q2 2025 in Review

Alta Advisers sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 1,968 shares — an estimated $203K sold.

Alta Advisers first reported a position in OTIS in Q3 2022 and held it in 10 quarters. The position peaked at $203K in Q1 2025. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Alta Advisers reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • Alta Advisers sold 1,968 Otis Worldwide shares in Q2 2025, an estimated $203K.
  • Alta Advisers first reported a position in Otis Worldwide in Q3 2022 and held it in 10 quarters.
  • Alta Advisers's Otis Worldwide position peaked at $203K in Q1 2025.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Alta Advisers's 13F filing for Q2 2025, filed 25 Jul 2025.