Congress Wealth Management’s Otis Worldwide OTIS Stock Holding History

Congress Wealth Management’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 Q2	$520K	Buy	5,248 +1,633	+45%	+$158K	0.01%	911
2025 Q1	$373K	Buy	3,615 +1,070	+42%	+$105K	﹤0.01%	895
2024 Q4	$236K	Buy	+2,545	New	+$255K	﹤0.01%	819
2024 Q1	–	Sell	-2,407	Closed	-$215K	–	620
2023 Q4	$215K	Buy	+2,407	New	+$200K	﹤0.01%	583
2023 Q3	–	Sell	-2,395	Closed	-$213K	–	617
2023 Q2	$213K	Hold	2,395	–	–	﹤0.01%	530
2023 Q1	$202K	Buy	+2,395	New	+$198K	﹤0.01%	542
2022 Q2	–	Sell	-2,691	Closed	-$207K	–	599
2022 Q1	$207K	Sell	2,691 -594	-18%	-$47.5K	﹤0.01%	576
2021 Q4	$286K	Buy	+3,285	New	+$275K	0.01%	546

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Congress Wealth Management's OTIS Position: Q2 2025 in Review

Congress Wealth Management increased its Otis Worldwide (OTIS) stake by 45% in Q2 2025, buying an estimated $158K and bringing the position to 5,248 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #911.

Congress Wealth Management first reported a position in OTIS in Q4 2021 and has held it in 8 quarters since. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Congress Wealth Management held 5,248 shares of Otis Worldwide worth $520K as of Q2 2025.
Congress Wealth Management bought 1,633 Otis Worldwide shares in Q2 2025, an estimated $158K.
Otis Worldwide made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #911 holding.
Congress Wealth Management first reported a position in Otis Worldwide in Q4 2021 and has held it in 8 quarters since.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.