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Caption Management’s Otis Worldwide OTIS Stock Holding History

Caption 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
Q4 		– Sell
-40,000
Closed -$3.66M – 1948
2025
Q3 		$3.66M Buy
+40,000
New +$3.63M 0.03% 603
2024
Q1 		– Sell
-26,000
Closed -$2.33M – 1560
2023
Q4 		$2.33M Buy
+26,000
New +$2.16M 0.03% 568
2020
Q3 		– Sell
-20,600
Closed -$1.17M – 1191
2020
Q2 		$1.17M Buy
+20,600
New +$1.07M 0.04% 500

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caption Management's OTIS Position: Q3 2025 in Review

Caption Management sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 5,500 shares — an estimated $499K sold.

Caption Management first reported a position in OTIS in Q2 2025 and held it in 1 quarter. The position peaked at $545K in Q2 2025. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Caption Management reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Caption Management sold 5,500 Otis Worldwide shares in Q3 2025, an estimated $499K.
  • Caption Management first reported a position in Otis Worldwide in Q2 2025 and held it in 1 quarter.
  • Caption Management's Otis Worldwide position peaked at $545K in Q2 2025.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Caption Management's 13F filing for Q3 2025, filed 14 Nov 2025.