Cobblestone Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Cobblestone 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 Q3	$233K	Sell	2,548 -125	-5%	-$11.3K	0.01%	282
2025 Q2	$265K	Buy	2,673 +189	+8%	+$18.2K	0.01%	262
2025 Q1	$256K	Sell	2,484 -139	-5%	-$13.6K	0.01%	262
2024 Q4	$243K	Sell	2,623 -44	-2%	-$4.41K	0.01%	259
2024 Q3	$277K	Buy	2,667 +194	+8%	+$18.5K	0.02%	245
2024 Q2	$238K	Hold	2,473	–	–	0.01%	251
2024 Q1	$245K	Buy	2,473 +200	+9%	+$18.5K	0.02%	245
2023 Q4	$203K	Buy	+2,273	New	+$189K	0.01%	265
2023 Q3	–	Sell	-2,273	Closed	-$202K	–	272
2023 Q2	$202K	Buy	+2,273	New	+$191K	0.01%	262
2023 Q1	–	Sell	-3,073	Closed	-$241K	–	274
2022 Q4	$241K	Buy	+3,073	New	+$227K	0.02%	237
2022 Q1	–	Sell	-2,564	Closed	-$223K	–	263
2021 Q4	$223K	Hold	2,564	–	–	0.01%	244
2021 Q3	$211K	Sell	2,564 -50	-2%	-$4.4K	0.01%	245
2021 Q2	$214K	Buy	+2,614	New	+$201K	0.01%	249

Other funds holding OTIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Cobblestone Capital Advisors's OTIS Position: Q3 2025 in Review

Cobblestone Capital Advisors reduced its Otis Worldwide (OTIS) stake by 4.7% in Q3 2025, selling an estimated $11.3K and leaving 2,548 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #282.

Cobblestone Capital Advisors first reported a position in OTIS in Q2 2021 and has held it in 13 quarters since. The position peaked at $277K in Q3 2024. 1,251 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

Cobblestone Capital Advisors held 2,548 shares of Otis Worldwide worth $233K as of Q3 2025.
Cobblestone Capital Advisors sold 125 Otis Worldwide shares in Q3 2025, an estimated $11.3K.
Otis Worldwide made up 0.01% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #282 holding.
Cobblestone Capital Advisors first reported a position in Otis Worldwide in Q2 2021 and has held it in 13 quarters since.
Cobblestone Capital Advisors's Otis Worldwide position peaked at $277K in Q3 2024.
1,251 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.