Cacti Asset Management’s Otis Worldwide OTIS Stock Holding History

Cacti Asset 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	-400	Closed	-$40.8K	–	77
2025 Q1	$40.8K	Sell	400 -5,365	-93%	-$524K	﹤0.01%	73
2024 Q4	$534K	Sell	5,765 -32,639	-85%	-$3.27M	0.04%	58
2024 Q3	$3.8M	Hold	38,404	–	–	0.28%	29
2024 Q2	$3.69M	Hold	38,404	–	–	0.29%	29
2024 Q1	$3.75M	Sell	38,404 -1,397	-4%	-$129K	0.3%	29
2023 Q4	$3.57M	Sell	39,801 -174	-0.4%	-$14.5K	0.3%	29
2023 Q3	$3.21M	Hold	39,975	–	–	0.3%	28
2023 Q2	$3.56M	Hold	39,975	–	–	0.31%	28
2023 Q1	$3.37M	Sell	39,975 -75	-0.2%	-$6.21K	0.3%	28
2022 Q4	$3.14M	Hold	40,050	–	–	0.29%	28
2022 Q3	$2.56M	Hold	40,050	–	–	0.26%	31
2022 Q2	$2.83M	Hold	40,050	–	–	0.26%	30
2022 Q1	$3.13M	Hold	40,050	–	–	0.24%	31
2021 Q4	$3.49M	Hold	40,050	–	–	0.27%	32
2021 Q3	$3.29M	Sell	40,050 -284	-0.7%	-$25K	0.27%	32
2021 Q2	$3.29M	Hold	40,334	–	–	0.27%	32
2021 Q1	$2.76M	Sell	40,334 -2,716	-6%	-$178K	0.24%	33
2020 Q4	$2.87M	Buy	43,050 +15,476	+56%	+$1M	0.28%	31
2020 Q3	$1.72M	Sell	27,574 -16,476	-37%	-$1.01M	0.2%	37
2020 Q2	$2.51M	Buy	+44,050	New	+$2.28M	0.29%	29

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cacti Asset Management's OTIS Position: Q2 2025 in Review

Cacti Asset Management sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 400 shares — an estimated $40.8K sold.

Cacti Asset Management first reported a position in OTIS in Q2 2020 and held it in 20 quarters. The position peaked at $3.8M in Q3 2024. 1,270 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Cacti Asset Management reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
Cacti Asset Management sold 400 Otis Worldwide shares in Q2 2025, an estimated $40.8K.
Cacti Asset Management first reported a position in Otis Worldwide in Q2 2020 and held it in 20 quarters.
Cacti Asset Management's Otis Worldwide position peaked at $3.8M in Q3 2024.
1,270 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Cacti Asset Management's 13F filing for Q2 2025, filed 1 Jul 2025.