Bard Financial Services’s Otis Worldwide OTIS Stock Holding History

Bard Financial 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 Q3	$253K	Hold	2,765	–	–	0.03%	184
2025 Q2	$274K	Sell	2,765 -285	-9%	-$27.5K	0.03%	178
2025 Q1	$315K	Hold	3,050	–	–	0.04%	176
2024 Q4	$282K	Hold	3,050	–	–	0.03%	176
2024 Q3	$317K	Sell	3,050 -370	-11%	-$35.3K	0.04%	176
2024 Q2	$329K	Hold	3,420	–	–	0.03%	177
2024 Q1	$340K	Hold	3,420	–	–	0.04%	179
2023 Q4	$306K	Hold	3,420	–	–	0.03%	187
2023 Q3	$275K	Hold	3,420	–	–	0.03%	186
2023 Q2	$304K	Sell	3,420 -125	-4%	-$10.5K	0.02%	254
2023 Q1	$299K	Hold	3,545	–	–	0.02%	261
2022 Q4	$278K	Hold	3,545	–	–	0.02%	252
2022 Q3	$226K	Sell	3,545 -125	-3%	-$9.14K	0.02%	260
2022 Q2	$259K	Sell	3,670 -120	-3%	-$8.84K	0.02%	244
2022 Q1	$292K	Sell	3,790 -250	-6%	-$20K	0.02%	244
2021 Q4	$352K	Hold	4,040	–	–	0.03%	214
2021 Q3	$332K	Hold	4,040	–	–	0.03%	214
2021 Q2	$330K	Hold	4,040	–	–	0.03%	217
2021 Q1	$277K	Sell	4,040 -725	-15%	-$47.4K	0.03%	218
2020 Q4	$322K	Buy	+4,765	New	+$309K	0.03%	204

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

Bard Financial Services's OTIS Position: Q3 2025 in Review

Bard Financial Services held its Otis Worldwide (OTIS) position steady in Q3 2025 at 2,765 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #184.

Bard Financial Services first reported a position in OTIS in Q4 2020 and has held it in 20 quarters since. The position peaked at $352K in Q4 2021. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

Bard Financial Services held 2,765 shares of Otis Worldwide worth $253K as of Q3 2025.
Bard Financial Services left its Otis Worldwide share count unchanged in Q3 2025.
Otis Worldwide made up 0.03% of Bard Financial Services's portfolio in Q3 2025, its #184 holding.
Bard Financial Services first reported a position in Otis Worldwide in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's Otis Worldwide position peaked at $352K in Q4 2021.
1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.