Childress Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Childress Capital Advisors’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	-2,188	Closed	-$200K	–	417
2025 Q3	$200K	Sell	2,188 -145	-6%	-$13.2K	0.04%	310
2025 Q2	$231K	Buy	2,333 +77	+3%	+$7.43K	0.06%	224
2025 Q1	$233K	Buy	+2,256	New	+$220K	0.07%	204
2024 Q4	–	Sell	-2,073	Closed	-$215K	–	228
2024 Q3	$215K	Sell	2,073 -43	-2%	-$4.1K	0.06%	219
2024 Q2	$204K	Buy	2,116 +96	+5%	+$9.25K	0.06%	215
2024 Q1	$201K	Buy	+2,020	New	+$187K	0.06%	207
2021 Q1	–	Sell	-220	Closed	-$15K	–	713
2020 Q4	$15K	Buy	+220	New	+$14.3K	0.01%	428

Other funds holding OTIS

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

AllianceBernstein

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

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

Geode Capital Management

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

Norges Bank Oslo, Norway $935B AUM

Franklin Resources

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

Massachusetts Financial Services

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