CarsonAllaria Wealth Management’s Otis Worldwide OTIS Stock Holding History

CarsonAllaria Wealth 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 Q3	–	Sell	-395	Closed	-$39.2K	–	254
2025 Q2	$39.2K	Hold	395	–	–	0.02%	146
2025 Q1	$40.8K	Hold	395	–	–	0.02%	141
2024 Q4	$36.6K	Hold	395	–	–	0.02%	149
2024 Q3	$41.1K	Buy	395 +1	+0.3%	+$95	0.02%	140
2024 Q2	$38K	Hold	394	–	–	0.02%	138
2024 Q1	$39.2K	Hold	394	–	–	0.02%	145
2023 Q4	$35.3K	Hold	394	–	–	0.03%	133
2023 Q3	$31.7K	Hold	394	–	–	0.03%	135
2023 Q2	$35.1K	Hold	394	–	–	0.03%	129
2023 Q1	$33.3K	Hold	394	–	–	0.03%	133
2022 Q4	$31K	Hold	394	–	–	0.03%	131
2022 Q3	$25K	Buy	394 +1	+0.3%	+$73	0.02%	134
2022 Q2	$28K	Sell	393 -46	-10%	-$3.39K	0.03%	134
2022 Q1	$34K	Buy	439 +1	+0.2%	+$80	0.03%	129
2021 Q4	$38K	Buy	+438	New	+$36.7K	0.03%	134

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

CarsonAllaria Wealth Management's OTIS Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 395 shares — an estimated $39.2K sold.

CarsonAllaria Wealth Management first reported a position in OTIS in Q4 2021 and held it in 15 quarters. The position peaked at $41.1K in Q3 2024. 1,253 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 395 Otis Worldwide shares in Q3 2025, an estimated $39.2K.
CarsonAllaria Wealth Management first reported a position in Otis Worldwide in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Otis Worldwide position peaked at $41.1K in Q3 2024.
1,253 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.