Axa
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Axa’s Otis Worldwide OTIS Stock Holding History

Axa’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
-188,353
Closed -$18.7M – 754
2025
Q2 		$18.7M Sell
188,353
-6,817
-3% -$658K 0.05% 291
2025
Q1 		$20.1M Sell
195,170
-26,309
-12% -$2.57M 0.07% 273
2024
Q4 		$20.5M Buy
221,479
+27,285
+14% +$2.74M 0.06% 270
2024
Q3 		$20.2M Buy
194,194
+40,659
+26% +$3.87M 0.06% 275
2024
Q2 		$14.8M Sell
153,535
-14,993
-9% -$1.44M 0.04% 322
2024
Q1 		$16.7M Buy
168,528
+6,085
+4% +$562K 0.05% 316
2023
Q4 		$14.5M Sell
162,443
-12,552
-7% -$1.04M 0.05% 330
2023
Q3 		$14.1M Buy
174,995
+19,084
+12% +$1.63M 0.05% 331
2023
Q2 		$13.9M Sell
155,911
-1,876
-1% -$158K 0.05% 350
2023
Q1 		$13.3M Sell
157,787
-89,829
-36% -$7.43M 0.05% 361
2022
Q4 		$19.4M Buy
247,616
+95,930
+63% +$7.08M 0.07% 311
2022
Q3 		$9.68M Buy
151,686
+38,496
+34% +$2.82M 0.04% 437
2022
Q2 		$8M Sell
113,190
-34,926
-24% -$2.57M 0.03% 475
2022
Q1 		$11.4M Sell
148,116
-41,539
-22% -$3.32M 0.03% 457
2021
Q4 		$16.5M Sell
189,655
-23,066
-11% -$1.93M 0.04% 403
2021
Q3 		$17.5M Buy
212,721
+5,744
+3% +$505K 0.05% 365
2021
Q2 		$16.9M Sell
206,977
-7,264
-3% -$559K 0.05% 389
2021
Q1 		$14.7M Sell
214,241
-850
-0.4% -$55.6K 0.04% 418
2020
Q4 		$14.5M Buy
215,091
+20,133
+10% +$1.31M 0.05% 404
2020
Q3 		$12.2M Buy
194,958
+145,897
+297% +$8.92M 0.04% 395
2020
Q2 		$2.79M Buy
+49,061
New +$2.54M 0.01% 757

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

Axa's OTIS Position: Q3 2025 in Review

Axa sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 188,353 shares — an estimated $18.7M sold.

Axa first reported a position in OTIS in Q2 2020 and held it in 21 quarters. The position peaked at $20.5M in Q4 2024. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Axa reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Axa sold 188,353 Otis Worldwide shares in Q3 2025, an estimated $18.7M.
  • Axa first reported a position in Otis Worldwide in Q2 2020 and held it in 21 quarters.
  • Axa's Otis Worldwide position peaked at $20.5M in Q4 2024.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.