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Berkshire Money Management’s Otis Worldwide OTIS Stock Holding History

Berkshire Money 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
Q3 		– Sell
-2,100
Closed -$208K – 104
2025
Q2 		$208K Buy
2,100
+100
+5% +$9.65K 0.02% 100
2025
Q1 		$206K Buy
+2,000
New +$195K 0.02% 98

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 $3.38T AUM 44.17% 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

Berkshire Money Management's OTIS Position: Q3 2025 in Review

Berkshire Money Management sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 2,100 shares — an estimated $208K sold.

Berkshire Money Management first reported a position in OTIS in Q1 2025 and held it in 2 quarters. The position peaked at $208K in Q2 2025. 1,253 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Berkshire Money Management reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Berkshire Money Management sold 2,100 Otis Worldwide shares in Q3 2025, an estimated $208K.
  • Berkshire Money Management first reported a position in Otis Worldwide in Q1 2025 and held it in 2 quarters.
  • Berkshire Money Management's Otis Worldwide position peaked at $208K in Q2 2025.
  • 1,253 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Berkshire Money Management's 13F filing for Q3 2025, filed 14 Oct 2025.