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Binnacle Investments’s Otis Worldwide OTIS Stock Holding History

Binnacle Investments’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 		$2.47K Sell
27
-15
-36% -$1.36K ﹤0.01% 640
2025
Q2 		$4.16K Buy
42
+31
+282% +$2.99K ﹤0.01% 483
2025
Q1 		$1.14K Buy
+11
New +$1.07K ﹤0.01% 583

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Binnacle Investments's OTIS Position: Q3 2025 in Review

Binnacle Investments reduced its Otis Worldwide (OTIS) stake by 36% in Q3 2025, selling an estimated $1.36K and leaving 27 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Binnacle Investments first reported a position in OTIS in Q1 2025 and has held it in 3 quarters since. The position peaked at $4.16K in Q2 2025. 1,251 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Binnacle Investments held 27 shares of Otis Worldwide worth $2.47K as of Q3 2025.
  • Binnacle Investments sold 15 Otis Worldwide shares in Q3 2025, an estimated $1.36K.
  • Otis Worldwide made up ﹤0.01% of Binnacle Investments's portfolio in Q3 2025, its #640 holding.
  • Binnacle Investments first reported a position in Otis Worldwide in Q1 2025 and has held it in 3 quarters since.
  • Binnacle Investments's Otis Worldwide position peaked at $4.16K in Q2 2025.
  • 1,251 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

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