Capital Performance Advisors’s Otis Worldwide OTIS Stock Holding History

Capital Performance 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 Q4	–	Sell	-2,293	Closed	-$210K	–	483
2025 Q3	$210K	Buy	+2,293	New	+$208K	0.03%	311
2024 Q4	–	Sell	-331	Closed	-$34.4K	–	1908
2024 Q3	$34.4K	Buy	+331	New	+$31.5K	0.01%	449

Other funds holding OTIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Performance Advisors's OTIS Position: Q4 2025 in Review

Capital Performance Advisors sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 2,293 shares — an estimated $210K sold.

Capital Performance Advisors first reported a position in OTIS in Q3 2024 and held it in 2 quarters. The position peaked at $210K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Capital Performance Advisors reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
Capital Performance Advisors sold 2,293 Otis Worldwide shares in Q4 2025, an estimated $210K.
Capital Performance Advisors first reported a position in Otis Worldwide in Q3 2024 and held it in 2 quarters.
Capital Performance Advisors's Otis Worldwide position peaked at $210K in Q3 2025.
1,311 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Capital Performance Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.