Atticus Wealth Management’s Otis Worldwide OTIS Stock Holding History

Atticus 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	–	Sell	-322	Closed	-$31.9K	–	491
2025 Q2	$31.9K	Hold	322	–	–	0.01%	367
2025 Q1	$33.2K	Hold	322	–	–	0.01%	269
2024 Q4	$29.8K	Hold	322	–	–	0.01%	294
2024 Q3	$33.5K	Sell	322 -2	-0.6%	-$191	0.01%	280
2024 Q2	$31.2K	Hold	324	–	–	0.01%	274
2024 Q1	$32.2K	Hold	324	–	–	0.01%	284
2023 Q4	$29K	Hold	324	–	–	0.01%	293
2023 Q3	$26K	Hold	324	–	–	0.01%	314
2023 Q2	$28.8K	Hold	324	–	–	0.01%	305
2023 Q1	$27.3K	Sell	324 -107	-25%	-$8.85K	0.01%	296
2022 Q4	$33.8K	Sell	431 -45	-9%	-$3.32K	0.01%	289
2022 Q3	$34K	Hold	476	–	–	0.02%	270
2022 Q2	$34K	Buy	476 +419	+735%	+$30.9K	0.01%	293
2022 Q1	$4K	Buy	57 +45	+375%	+$3.6K	﹤0.01%	479
2021 Q4	$1K	Buy	+12	New	+$1K	﹤0.01%	426

Other funds holding OTIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

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

Atticus Wealth Management sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 322 shares — an estimated $31.9K sold.

Atticus Wealth Management first reported a position in OTIS in Q4 2021 and held it in 15 quarters. The position peaked at $34K in Q3 2022. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

Atticus Wealth Management reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 322 Otis Worldwide shares in Q3 2025, an estimated $31.9K.
Atticus Wealth Management first reported a position in Otis Worldwide in Q4 2021 and held it in 15 quarters.
Atticus Wealth Management's Otis Worldwide position peaked at $34K in Q3 2022.
1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.