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	-37,500	Closed	-$3.43M	–	1949
2025 Q3	$3.43M	Buy	37,500 +16,900	+82%	+$1.53M	0.03%	625
2025 Q2	$2.04M	Buy	+20,600	New	+$1.99M	0.02%	706
2023 Q2	–	Sell	-165,000	Closed	-$13.9M	–	1321
2023 Q1	$13.9M	Buy	+165,000	New	+$13.7M	0.27%	81

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 $3.37T AUM 44.26% 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

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.