Claret Asset Management’s Otis Worldwide OTIS Stock Holding History

Claret Asset Management’s Portfolio OTIS Stock Details OTIS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$207K	Sell
2025 Q3	$217K	Sell
2025 Q2	$238K	Buy
2025 Q1	–	Hold
2024 Q4	–	Sell
2024 Q3	$210K	Buy