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Bragg Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Bragg Financial Advisors’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
-2,511
Closed -$249K – 349
2025
Q2 		$249K Sell
2,511
-237
-9% -$22.9K 0.01% 326
2025
Q1 		$284K Sell
2,748
-119
-4% -$11.6K 0.01% 300
2024
Q4 		$266K Sell
2,867
-300
-9% -$30.1K 0.01% 306
2024
Q3 		$329K Sell
3,167
-242
-7% -$23.1K 0.01% 277
2024
Q2 		$328K Sell
3,409
-274
-7% -$26.4K 0.01% 271
2024
Q1 		$366K Hold
3,683
– – 0.02% 266
2023
Q4 		$330K Buy
3,683
+87
+2% +$7.23K 0.02% 269
2023
Q3 		$289K Sell
3,596
-563
-14% -$48.1K 0.02% 280
2023
Q2 		$370K Hold
4,159
– – 0.02% 268
2023
Q1 		$351K Sell
4,159
-432
-9% -$35.7K 0.02% 260
2022
Q4 		$360K Buy
4,591
+98
+2% +$7.24K 0.02% 256
2022
Q3 		$287K Sell
4,493
-165
-4% -$12.1K 0.02% 260
2022
Q2 		$329K Sell
4,658
-1,385
-23% -$102K 0.02% 263
2022
Q1 		$465K Sell
6,043
-841
-12% -$67.2K 0.03% 243
2021
Q4 		$566K Hold
6,884
– – 0.04% 211
2021
Q3 		$566K Sell
6,884
-3,789
-36% -$333K 0.04% 211
2021
Q2 		$873K Sell
10,673
-662
-6% -$51K 0.06% 187
2021
Q1 		$776K Sell
11,335
-1,098
-9% -$71.8K 0.05% 192
2020
Q4 		$840K Sell
12,433
-1,387
-10% -$90K 0.07% 172
2020
Q3 		$863K Sell
13,820
-9,571
-41% -$585K 0.09% 162
2020
Q2 		$1.33M Buy
+23,391
New +$1.21M 0.15% 143

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

Bragg Financial Advisors's OTIS Position: Q3 2025 in Review

Bragg Financial Advisors sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 2,511 shares — an estimated $249K sold.

Bragg Financial Advisors first reported a position in OTIS in Q2 2020 and held it in 21 quarters. The position peaked at $1.33M in Q2 2020. 1,253 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Bragg Financial Advisors reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Bragg Financial Advisors sold 2,511 Otis Worldwide shares in Q3 2025, an estimated $249K.
  • Bragg Financial Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 21 quarters.
  • Bragg Financial Advisors's Otis Worldwide position peaked at $1.33M in Q2 2020.
  • 1,253 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Bragg Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.