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Centricity Wealth Management’s Otis Worldwide OTIS Stock Holding History

Centricity 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
Q2 		$27.2K Hold
275
– – 0.02% 225
2025
Q1 		$28.4K Sell
275
-80
-23% -$7.82K 0.03% 217
2024
Q4 		$32.9K Buy
+355
New +$35.6K 0.03% 209

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Centricity Wealth Management's OTIS Position: Q2 2025 in Review

Centricity Wealth Management held its Otis Worldwide (OTIS) position steady in Q2 2025 at 275 shares worth $27.2K. The position accounts for 0.02% of the portfolio, ranked #225.

Centricity Wealth Management first reported a position in OTIS in Q4 2024 and has held it in 3 quarters since. The position peaked at $32.9K in Q4 2024. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Centricity Wealth Management held 275 shares of Otis Worldwide worth $27.2K as of Q2 2025.
  • Centricity Wealth Management left its Otis Worldwide share count unchanged in Q2 2025.
  • Otis Worldwide made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #225 holding.
  • Centricity Wealth Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Otis Worldwide position peaked at $32.9K in Q4 2024.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.