CFO
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Callan Family Office’s Otis Worldwide OTIS Stock Holding History

Callan Family Office’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$853K Buy
8,619
+5,212
+153% +$516K 0.03% 437
2025
Q1 		$352K Sell
3,407
-168
-5% -$17.3K 0.03% 393
2024
Q4 		$331K Buy
+3,575
New +$331K 0.02% 462