Castleview Partners’s Otis Worldwide OTIS Stock Holding History

Castleview Partners’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 Q1	–	Sell	-198	Closed	-$18.3K	–	439
2024 Q4	$18.3K	Buy	198 +1	+0.5%	+$100	0.01%	481
2024 Q3	$20.5K	Buy	197 +14	+8%	+$1.33K	0.01%	444
2024 Q2	$17.6K	Sell	183 -83	-31%	-$8K	0.01%	453
2024 Q1	$26.4K	Buy	266 +1	+0.4%	+$92	0.01%	431
2023 Q4	$23.7K	Buy	+265	New	+$22K	0.02%	410

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Castleview Partners's OTIS Position: Q1 2025 in Review

Castleview Partners sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 198 shares — an estimated $18.3K sold.

Castleview Partners first reported a position in OTIS in Q4 2023 and held it in 5 quarters. The position peaked at $26.4K in Q1 2024. 1,243 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

Castleview Partners reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 198 Otis Worldwide shares in Q1 2025, an estimated $18.3K.
Castleview Partners first reported a position in Otis Worldwide in Q4 2023 and held it in 5 quarters.
Castleview Partners's Otis Worldwide position peaked at $26.4K in Q1 2024.
1,243 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.