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Clarius Group LLC’s Otis Worldwide OTIS Stock Holding History

Clarius Group LLC’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
Q3 		– Sell
-2,320
Closed -$230K – 457
2025
Q2 		$230K Sell
2,320
-380
-14% -$36.7K 0.01% 426
2025
Q1 		$279K Buy
2,700
+14
+0.5% +$1.37K 0.02% 372
2024
Q4 		$249K Buy
2,686
+2
+0.1% +$201 0.02% 366
2024
Q3 		$278K Sell
2,684
-105
-4% -$10K 0.02% 332
2024
Q2 		$268K Sell
2,789
-14
-0.5% -$1.35K 0.02% 341
2024
Q1 		$278K Sell
2,803
-316
-10% -$29.2K 0.02% 350
2023
Q4 		$279K Sell
3,119
-318
-9% -$26.4K 0.02% 375
2023
Q3 		$276K Sell
3,437
-803
-19% -$68.7K 0.03% 356
2023
Q2 		$377K Buy
4,240
+147
+4% +$12.4K 0.03% 333
2023
Q1 		$345K Sell
4,093
-65
-2% -$5.38K 0.03% 344
2022
Q4 		$326K Sell
4,158
-216
-5% -$15.9K 0.03% 358
2022
Q3 		$279K Buy
4,374
+478
+12% +$35K 0.03% 367
2022
Q2 		$275K Buy
3,896
+552
+17% +$40.7K 0.03% 357
2022
Q1 		$291K Hold
3,344
– – 0.02% 369
2021
Q4 		$291K Buy
3,344
+165
+5% +$13.8K 0.02% 369
2021
Q3 		$262K Buy
3,179
+141
+5% +$12.4K 0.02% 347
2021
Q2 		$248K Buy
3,038
+75
+3% +$5.77K 0.02% 351
2021
Q1 		$203K Buy
+2,963
New +$194K 0.02% 362

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Clarius Group LLC's OTIS Position: Q3 2025 in Review

Clarius Group LLC sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 2,320 shares — an estimated $230K sold.

Clarius Group LLC first reported a position in OTIS in Q1 2021 and held it in 18 quarters. The position peaked at $377K in Q2 2023. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Clarius Group LLC reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Clarius Group LLC sold 2,320 Otis Worldwide shares in Q3 2025, an estimated $230K.
  • Clarius Group LLC first reported a position in Otis Worldwide in Q1 2021 and held it in 18 quarters.
  • Clarius Group LLC's Otis Worldwide position peaked at $377K in Q2 2023.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Clarius Group LLC's 13F filing for Q3 2025, filed 14 Oct 2025.