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Arrow Financial’s Otis Worldwide OTIS Stock Holding History

Arrow Financial’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 		– Sell
-2,075
Closed -$205K – 165
2025
Q2 		$205K Hold
2,075
– – 0.02% 159
2025
Q1 		$214K Buy
+2,075
New +$203K 0.02% 153
2024
Q4 		– Sell
-2,075
Closed -$216K – 278
2024
Q3 		$216K Hold
2,075
– – 0.02% 168
2024
Q2 		$200K Sell
2,075
-17
-0.8% -$1.64K 0.02% 165
2024
Q1 		$208K Sell
2,092
-17
-0.8% -$1.57K 0.02% 162
2023
Q4 		$189K Sell
2,109
-262
-11% -$21.8K 0.02% 162
2023
Q3 		$190K Buy
2,371
+200
+9% +$17.1K 0.02% 163
2023
Q2 		$193K Hold
2,171
– – 0.02% 157
2023
Q1 		$183K Sell
2,171
-200
-8% -$16.6K 0.02% 160
2022
Q4 		$186K Sell
2,371
-32
-1% -$2.36K 0.03% 157
2022
Q3 		$154K Sell
2,403
-15
-0.6% -$1.1K 0.02% 159
2022
Q2 		$171K Hold
2,418
– – 0.02% 161
2022
Q1 		$186K Sell
2,418
-70
-3% -$5.59K 0.02% 162
2021
Q4 		$217K Hold
2,488
– – 0.03% 160
2021
Q3 		$205K Hold
2,488
– – 0.03% 162
2021
Q2 		$203K Sell
2,488
-237
-9% -$18.2K 0.03% 164
2021
Q1 		$187K Sell
2,725
-350
-11% -$22.9K 0.02% 168
2020
Q4 		$208K Sell
3,075
-566
-16% -$36.7K 0.04% 152
2020
Q3 		$228K Sell
3,641
-3,409
-48% -$209K 0.05% 143
2020
Q2 		$401K Buy
+7,050
New +$365K 0.09% 124

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Arrow Financial's OTIS Position: Q3 2025 in Review

Arrow Financial sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 2,075 shares — an estimated $205K sold.

Arrow Financial first reported a position in OTIS in Q2 2020 and held it in 20 quarters. The position peaked at $401K in Q2 2020. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Arrow Financial reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Arrow Financial sold 2,075 Otis Worldwide shares in Q3 2025, an estimated $205K.
  • Arrow Financial first reported a position in Otis Worldwide in Q2 2020 and held it in 20 quarters.
  • Arrow Financial's Otis Worldwide position peaked at $401K in Q2 2020.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Arrow Financial's 13F filing for Q3 2025, filed 21 Oct 2025.