AAS
OTIS icon

Avantax Advisory Services’s Otis Worldwide OTIS Stock Holding History

Avantax 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
Q2 		$2.19M Buy
22,133
+3,159
+17% +$305K 0.01% 754
2025
Q1 		$1.96M Sell
18,974
-12,446
-40% -$1.22M 0.01% 753
2024
Q4 		$2.91M Buy
31,420
+1,115
+4% +$112K 0.02% 571
2024
Q3 		$3.15M Buy
30,305
+138
+0.5% +$13.1K 0.02% 524
2024
Q2 		$2.9M Buy
30,167
+7,148
+31% +$689K 0.02% 538
2024
Q1 		$2.29M Hold
23,019
– – 0.02% 507
2023
Q4 		$2.06M Sell
23,019
-1,203
-5% -$100K 0.02% 492
2023
Q3 		$1.95M Sell
24,222
-474
-2% -$40.5K 0.02% 466
2023
Q2 		$2.2M Sell
24,696
-710
-3% -$59.8K 0.03% 430
2023
Q1 		$2.14M Buy
25,406
+12,258
+93% +$1.01M 0.03% 422
2022
Q4 		$1.03M Sell
13,148
-150
-1% -$11.1K 0.01% 627
2022
Q3 		$848K Buy
13,298
+4,183
+46% +$306K 0.01% 606
2022
Q2 		$644K Buy
9,115
+163
+2% +$12K 0.01% 680
2022
Q1 		$691K Buy
8,952
+960
+12% +$76.7K 0.01% 667
2021
Q4 		$696K Buy
7,992
+374
+5% +$31.3K 0.01% 640
2021
Q3 		$619K Buy
7,618
+982
+15% +$86.3K 0.01% 635
2021
Q2 		$535K Buy
6,636
+385
+6% +$29.6K 0.01% 687
2021
Q1 		$429K Sell
6,251
-216
-3% -$14.1K 0.01% 670
2020
Q4 		$434K Sell
6,467
-4,522
-41% -$293K 0.01% 596
2020
Q3 		$682K Buy
10,989
+2,446
+29% +$150K 0.01% 686
2020
Q2 		$482K Buy
+8,543
New +$443K 0.01% 490

Other funds holding OTIS

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Avantax Advisory Services's OTIS Position: Q2 2025 in Review

Avantax Advisory Services increased its Otis Worldwide (OTIS) stake by 17% in Q2 2025, buying an estimated $305K and bringing the position to 22,133 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #754.

Avantax Advisory Services first reported a position in OTIS in Q2 2020 and has held it in 21 quarters since. The position peaked at $3.15M in Q3 2024. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Avantax Advisory Services held 22,133 shares of Otis Worldwide worth $2.19M as of Q2 2025.
  • Avantax Advisory Services bought 3,159 Otis Worldwide shares in Q2 2025, an estimated $305K.
  • Otis Worldwide made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #754 holding.
  • Avantax Advisory Services first reported a position in Otis Worldwide in Q2 2020 and has held it in 21 quarters since.
  • Avantax Advisory Services's Otis Worldwide position peaked at $3.15M in Q3 2024.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.