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Baldwin Investment Management’s Otis Worldwide OTIS Stock Holding History

Baldwin 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
-5,917
Closed -$611K – 213
2025
Q1 		$611K Sell
5,917
-90
-1% -$8.79K 0.07% 135
2024
Q4 		$556K Sell
6,007
-1,850
-24% -$186K 0.07% 144
2024
Q3 		$817K Hold
7,857
– – 0.1% 122
2024
Q2 		$756K Buy
7,857
+160
+2% +$15.4K 0.1% 123
2024
Q1 		$764K Sell
7,697
-36
-0.5% -$3.33K 0.1% 125
2023
Q4 		$692K Hold
7,733
– – 0.11% 119
2023
Q3 		$621K Sell
7,733
-25
-0.3% -$2.14K 0.1% 123
2023
Q2 		$691K Buy
7,758
+500
+7% +$42.1K 0.11% 119
2023
Q1 		$613K Sell
7,258
-100
-1% -$8.28K 0.11% 124
2022
Q4 		$576K Buy
7,358
+500
+7% +$36.9K 0.1% 127
2022
Q3 		$438 Sell
6,858
-200
-3% -$14.6K 0.09% 136
2022
Q2 		$499 Buy
7,058
+30
+0.4% +$2.21K 0.09% 141
2022
Q1 		$541 Sell
7,028
-1,000
-12% -$79.9K 0.08% 148
2021
Q4 		$699 Hold
8,028
– – 0.11% 134
2021
Q3 		$661K Buy
8,028
+669
+9% +$58.8K 0.12% 131
2021
Q2 		$602K Sell
7,359
-268
-4% -$20.6K 0.1% 136
2021
Q1 		$522K Sell
7,627
-248
-3% -$16.2K 0.1% 149
2020
Q4 		$532K Buy
7,875
+1,347
+21% +$87.4K 0.11% 139
2020
Q3 		$407K Buy
6,528
+1,200
+23% +$73.4K 0.1% 137
2020
Q2 		$303K Buy
+5,328
New +$276K 0.1% 125

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

Baldwin Investment Management's OTIS Position: Q2 2025 in Review

Baldwin Investment Management sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 5,917 shares — an estimated $611K sold.

Baldwin Investment Management first reported a position in OTIS in Q2 2020 and held it in 20 quarters. The position peaked at $817K in Q3 2024. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Baldwin Investment Management reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • Baldwin Investment Management sold 5,917 Otis Worldwide shares in Q2 2025, an estimated $611K.
  • Baldwin Investment Management first reported a position in Otis Worldwide in Q2 2020 and held it in 20 quarters.
  • Baldwin Investment Management's Otis Worldwide position peaked at $817K in Q3 2024.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Baldwin Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.