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	–	712
2020 Q4	$15K	Buy	+220	New	+$14.3K	0.01%	428

Other funds holding OTIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Childress Capital Advisors's OTIS Position: Q4 2025 in Review

Childress Capital Advisors sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 2,188 shares — an estimated $200K sold.

Childress Capital Advisors first reported a position in OTIS in Q4 2020 and held it in 7 quarters. The position peaked at $233K in Q1 2025. 1,311 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Childress Capital Advisors reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
Childress Capital Advisors sold 2,188 Otis Worldwide shares in Q4 2025, an estimated $200K.
Childress Capital Advisors first reported a position in Otis Worldwide in Q4 2020 and held it in 7 quarters.
Childress Capital Advisors's Otis Worldwide position peaked at $233K in Q1 2025.
1,311 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Childress Capital Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.