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Chemung Canal Trust’s Otis Worldwide OTIS Stock Holding History

Chemung Canal Trust’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
-2,470
Closed -$226K – 119
2025
Q3 		$226K Sell
2,470
-30
-1% -$2.72K 0.05% 114
2025
Q2 		$248K Sell
2,500
-526
-17% -$50.8K 0.05% 112
2025
Q1 		$312K Sell
3,026
-112
-4% -$10.9K 0.07% 108
2024
Q4 		$291K Sell
3,138
-9
-0.3% -$903 0.06% 115
2024
Q3 		$327K Sell
3,147
-336
-10% -$32K 0.07% 110
2024
Q2 		$335K Sell
3,483
-332
-9% -$32K 0.06% 107
2024
Q1 		$379K Buy
3,815
+33
+0.9% +$3.05K 0.07% 104
2023
Q4 		$338K Sell
3,782
-64
-2% -$5.32K 0.07% 100
2023
Q3 		$309K Sell
3,846
-82
-2% -$7.01K 0.07% 100
2023
Q2 		$350K Sell
3,928
-411
-9% -$34.6K 0.08% 97
2023
Q1 		$366K Sell
4,339
-494
-10% -$40.9K 0.08% 103
2022
Q4 		$379K Hold
4,833
– – 0.09% 99
2022
Q3 		$309K Buy
4,833
+274
+6% +$20K 0.08% 104
2022
Q2 		$322K Hold
4,559
– – 0.07% 106
2022
Q1 		$351K Sell
4,559
-50
-1% -$4K 0.07% 108
2021
Q4 		$401K Hold
4,609
– – 0.07% 106
2021
Q3 		$380K Sell
4,609
-383
-8% -$33.7K 0.07% 105
2021
Q2 		$408K Sell
4,992
-60
-1% -$4.62K 0.08% 105
2021
Q1 		$346K Sell
5,052
-2,737
-35% -$179K 0.07% 104
2020
Q4 		$527K Sell
7,789
-6,751
-46% -$438K 0.11% 90
2020
Q3 		$908K Sell
14,540
-6,061
-29% -$371K 0.22% 79
2020
Q2 		$1.17M Buy
+20,601
New +$1.07M 0.31% 75

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Chemung Canal Trust's OTIS Position: Q4 2025 in Review

Chemung Canal Trust sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 2,470 shares — an estimated $226K sold.

Chemung Canal Trust first reported a position in OTIS in Q2 2020 and held it in 22 quarters. The position peaked at $1.17M in Q2 2020. 1,311 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • Chemung Canal Trust reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
  • Chemung Canal Trust sold 2,470 Otis Worldwide shares in Q4 2025, an estimated $226K.
  • Chemung Canal Trust first reported a position in Otis Worldwide in Q2 2020 and held it in 22 quarters.
  • Chemung Canal Trust's Otis Worldwide position peaked at $1.17M in Q2 2020.
  • 1,311 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Chemung Canal Trust's 13F filing for Q4 2025, filed 14 Jan 2026.