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Callan Capital’s Otis Worldwide OTIS Stock Holding History

Callan Capital’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
Q1 		$299K Buy
2,895
+246
+9% +$24K 0.02% 283
2024
Q4 		$245K Sell
2,649
-127
-5% -$12.7K 0.02% 290
2024
Q3 		$289K Buy
2,776
+306
+12% +$29.2K 0.02% 272
2024
Q2 		$238K Buy
2,470
+80
+3% +$7.71K 0.02% 275
2024
Q1 		$237K Sell
2,390
-10
-0.4% -$924 0.02% 247
2023
Q4 		$215K Buy
+2,400
New +$200K 0.02% 208

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Callan Capital's OTIS Position: Q1 2025 in Review

Callan Capital increased its Otis Worldwide (OTIS) stake by 9.3% in Q1 2025, buying an estimated $24K and bringing the position to 2,895 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #283.

Callan Capital first reported a position in OTIS in Q4 2023 and has held it in 6 quarters since. 1,244 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Callan Capital held 2,895 shares of Otis Worldwide worth $299K as of Q1 2025.
  • Callan Capital bought 246 Otis Worldwide shares in Q1 2025, an estimated $24K.
  • Otis Worldwide made up 0.02% of Callan Capital's portfolio in Q1 2025, its #283 holding.
  • Callan Capital first reported a position in Otis Worldwide in Q4 2023 and has held it in 6 quarters since.
  • 1,244 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.