Catalyst Funds Management’s Otis Worldwide OTIS Stock Holding History

Catalyst Funds 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 Q2	–	Sell	-5,280	Closed	-$545K	–	642
2025 Q1	$545K	Buy	+5,280	New	+$516K	0.14%	174
2024 Q3	–	Sell	-5,200	Closed	-$501K	–	1530
2024 Q2	$501K	Buy	5,200 +3,800	+271%	+$366K	0.13%	101
2024 Q1	$139K	Buy	+1,400	New	+$129K	0.04%	334

Other funds holding OTIS

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

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

Catalyst Funds Management's OTIS Position: Q2 2025 in Review

Catalyst Funds Management sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 5,280 shares — an estimated $545K sold.

Catalyst Funds Management first reported a position in OTIS in Q1 2024 and held it in 3 quarters. The position peaked at $545K in Q1 2025. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Catalyst Funds Management reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
Catalyst Funds Management sold 5,280 Otis Worldwide shares in Q2 2025, an estimated $545K.
Catalyst Funds Management first reported a position in Otis Worldwide in Q1 2024 and held it in 3 quarters.
Catalyst Funds Management's Otis Worldwide position peaked at $545K in Q1 2025.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Catalyst Funds Management's 13F filing for Q2 2025, filed 12 Aug 2025.