Azimuth Capital Investment Management’s Otis Worldwide OTIS Stock Holding History

Azimuth Capital Investment 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 Q2	–	Sell	-1,970	Closed	-$203K	–	303
2025 Q1	$203K	Sell	1,970 -715	-27%	-$69.8K	0.01%	297
2024 Q4	$249K	Sell	2,685 -150	-5%	-$15K	0.01%	286
2024 Q3	$295K	Sell	2,835 -707	-20%	-$67.4K	0.01%	277
2024 Q2	$341K	Sell	3,542 -25	-0.7%	-$2.41K	0.01%	262
2024 Q1	$354K	Sell	3,567 -200	-5%	-$18.5K	0.01%	258
2023 Q4	$337K	Buy	3,767 +26	+0.7%	+$2.16K	0.02%	258
2023 Q3	$300K	Hold	3,741	–	–	0.01%	265
2023 Q2	$333K	Hold	3,741	–	–	0.02%	266
2023 Q1	$316K	Sell	3,741 -224	-6%	-$18.5K	0.02%	269
2022 Q4	$310K	Sell	3,965 -160	-4%	-$11.8K	0.02%	276
2022 Q3	$263K	Sell	4,125 -200	-5%	-$14.6K	0.01%	282
2022 Q2	$306K	Buy	+4,325	New	+$319K	0.02%	279

Other funds holding OTIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Azimuth Capital Investment Management's OTIS Position: Q2 2025 in Review

Azimuth Capital Investment Management sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 1,970 shares — an estimated $203K sold.

Azimuth Capital Investment Management first reported a position in OTIS in Q2 2022 and held it in 12 quarters. The position peaked at $354K in Q1 2024. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Azimuth Capital Investment Management reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
Azimuth Capital Investment Management sold 1,970 Otis Worldwide shares in Q2 2025, an estimated $203K.
Azimuth Capital Investment Management first reported a position in Otis Worldwide in Q2 2022 and held it in 12 quarters.
Azimuth Capital Investment Management's Otis Worldwide position peaked at $354K in Q1 2024.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2025, filed 13 Aug 2025.