CWC
OTIS icon

Carolinas Wealth Consulting’s Otis Worldwide OTIS Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-640
Closed -$66K – 663
2025
Q1 		$66K Sell
640
-84
-12% -$8.21K 0.01% 313
2024
Q4 		$67K Hold
724
– – 0.01% 312
2024
Q3 		$75.3K Sell
724
-5
-0.7% -$476 0.01% 308
2024
Q2 		$70.2K Hold
729
– – 0.01% 320
2024
Q1 		$72.4K Sell
729
-3,241
-82% -$300K 0.01% 322
2023
Q4 		$65.2K Hold
3,970
– – 0.01% 302
2023
Q3 		$56.7K Hold
3,970
– – 0.01% 299
2023
Q2 		$64.9K Sell
3,970
-6
-0.2% -$505 0.01% 315
2023
Q1 		$62.2K Hold
3,976
– – 0.01% 328
2022
Q4 		$57.9K Hold
3,976
– – 0.01% 329
2022
Q3 		$48K Hold
3,976
– – 0.01% 329
2022
Q2 		$53K Buy
3,976
+3,278
+470% +$241K 0.01% 319
2022
Q1 		$54K Hold
698
– – 0.01% 341
2021
Q4 		$61K Sell
698
-13
-2% -$1.09K 0.01% 337
2021
Q3 		$58K Buy
711
+13
+2% +$1.14K 0.01% 322
2021
Q2 		$57K Sell
698
-366
-34% -$28.2K 0.01% 346
2021
Q1 		$73K Sell
1,064
-3
-0.3% -$196 0.02% 304
2020
Q4 		$72K Buy
1,067
+655
+159% +$42.5K 0.02% 276
2020
Q3 		$26K Sell
412
-49
-11% -$3K 0.01% 361
2020
Q2 		$26K Buy
+461
New +$23.9K 0.01% 264

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Carolinas Wealth Consulting's OTIS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 640 shares — an estimated $66K sold.

Carolinas Wealth Consulting first reported a position in OTIS in Q2 2020 and held it in 20 quarters. The position peaked at $75.3K in Q3 2024. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 640 Otis Worldwide shares in Q2 2025, an estimated $66K.
  • Carolinas Wealth Consulting first reported a position in Otis Worldwide in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Otis Worldwide position peaked at $75.3K in Q3 2024.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.