Cartenna Capital’s Otis Worldwide OTIS Stock Holding History

Cartenna Capital’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	-775,000	Closed	-$70.9M	–	63
2025 Q3	$70.9M	Buy	+775,000	New	+$70.4M	2.01%	18
2022 Q1	–	Sell	-125,000	Closed	-$10.9M	–	49
2021 Q4	$10.9M	Buy	+125,000	New	+$10.5M	4.1%	12

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

Cartenna Capital's OTIS Position: Q4 2025 in Review

Cartenna Capital sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 775,000 shares — an estimated $70.9M sold.

Cartenna Capital first reported a position in OTIS in Q4 2021 and held it in 2 quarters. The position peaked at $70.9M in Q3 2025. 1,310 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Cartenna Capital reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
Cartenna Capital sold 775,000 Otis Worldwide shares in Q4 2025, an estimated $70.9M.
Cartenna Capital first reported a position in Otis Worldwide in Q4 2021 and held it in 2 quarters.
Cartenna Capital's Otis Worldwide position peaked at $70.9M in Q3 2025.
1,310 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Cartenna Capital's 13F filing for Q4 2025, filed 17 Feb 2026.