AustralianSuper’s Otis Worldwide OTIS Stock Holding History

AustralianSuper’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	-8,718	Closed	-$863K	–	286
2025 Q2	$863K	Hold	8,718	–	–	﹤0.01%	253
2025 Q1	$900K	Buy	+8,718	New	+$852K	0.01%	212
2024 Q2	–	Sell	-4,557	Closed	-$449K	–	260
2024 Q1	$449K	Hold	4,557	–	–	﹤0.01%	224
2023 Q4	$408K	Hold	4,557	–	–	﹤0.01%	239
2023 Q3	$366K	Hold	4,557	–	–	﹤0.01%	233
2023 Q2	$406K	Sell	4,557 -268,346	-98%	-$22.6M	﹤0.01%	257
2023 Q1	$23M	Buy	272,903 +4,705	+2%	+$389K	0.14%	100
2022 Q4	$21.2M	Sell	268,198 -1,072	-0.4%	-$79.1K	0.14%	107
2022 Q3	$17.2M	Sell	269,270 -33,666	-11%	-$2.46M	0.12%	112
2022 Q2	$21.4M	Buy	302,936 +44,581	+17%	+$3.28M	0.13%	122
2022 Q1	$19.9M	Buy	+258,355	New	+$20.6M	0.11%	124

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

AustralianSuper's OTIS Position: Q3 2025 in Review

AustralianSuper sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 8,718 shares — an estimated $863K sold.

AustralianSuper first reported a position in OTIS in Q1 2022 and held it in 11 quarters. The position peaked at $23M in Q1 2023. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

AustralianSuper reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
AustralianSuper sold 8,718 Otis Worldwide shares in Q3 2025, an estimated $863K.
AustralianSuper first reported a position in Otis Worldwide in Q1 2022 and held it in 11 quarters.
AustralianSuper's Otis Worldwide position peaked at $23M in Q1 2023.
1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on AustralianSuper's 13F filing for Q3 2025, filed 3 Nov 2025.