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Ameritas Advisory Services’s Otis Worldwide OTIS Stock Holding History

Ameritas Advisory Services’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
-318
Closed -$29.1K – 1751
2025
Q3 		$29.1K Sell
318
-439
-58% -$39.9K ﹤0.01% 1297
2025
Q2 		$74.9K Buy
+757
New +$73.1K ﹤0.01% 1116
2023
Q2 		– Sell
-918
Closed -$76.8K – 1922
2023
Q1 		$76.8K Buy
+918
New +$76K ﹤0.01% 1101

Other funds holding OTIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Ameritas Advisory Services's OTIS Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 318 shares — an estimated $29.1K sold.

Ameritas Advisory Services first reported a position in OTIS in Q1 2023 and held it in 3 quarters. The position peaked at $76.8K in Q1 2023. 1,307 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 318 Otis Worldwide shares in Q4 2025, an estimated $29.1K.
  • Ameritas Advisory Services first reported a position in Otis Worldwide in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Otis Worldwide position peaked at $76.8K in Q1 2023.
  • 1,307 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.