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Conning Inc’s Otis Worldwide OTIS Stock Holding History

Conning Inc’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 		– Sell
-2,088
Closed -$215K – 355
2025
Q1 		$215K Buy
+2,088
New +$204K 0.01% 335
2024
Q4 		– Sell
-2,304
Closed -$239K – 364
2024
Q3 		$239K Sell
2,304
-1
-0% -$95 0.01% 330
2024
Q2 		$222K Buy
2,305
+250
+12% +$24.1K 0.01% 328
2024
Q1 		$204K Buy
+2,055
New +$190K 0.01% 347
2023
Q3 		– Sell
-2,270
Closed -$202K – 337
2023
Q2 		$202K Sell
2,270
-200
-8% -$16.9K 0.01% 343
2023
Q1 		$208K Buy
+2,470
New +$204K 0.01% 357
2022
Q3 		– Sell
-2,880
Closed -$204K – 387
2022
Q2 		$204K Sell
2,880
-7
-0.2% -$516 0.01% 384
2022
Q1 		$222K Sell
2,887
-690
-19% -$55.1K 0.01% 402
2021
Q4 		$311K Sell
3,577
-217
-6% -$18.2K 0.01% 354
2021
Q3 		$312K Sell
3,794
-706
-16% -$62.1K 0.01% 348
2021
Q2 		$368K Sell
4,500
-480
-10% -$36.9K 0.01% 338
2021
Q1 		$341K Sell
4,980
-420
-8% -$27.5K 0.01% 351
2020
Q4 		$365K Sell
5,400
-258
-5% -$16.7K 0.01% 339
2020
Q3 		$353K Buy
5,658
+80
+1% +$4.89K 0.01% 328
2020
Q2 		$317K Buy
+5,578
New +$289K 0.01% 333

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Conning Inc's OTIS Position: Q2 2025 in Review

Conning Inc sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 2,088 shares — an estimated $215K sold.

Conning Inc first reported a position in OTIS in Q2 2020 and held it in 15 quarters. The position peaked at $368K in Q2 2021. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Conning Inc reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • Conning Inc sold 2,088 Otis Worldwide shares in Q2 2025, an estimated $215K.
  • Conning Inc first reported a position in Otis Worldwide in Q2 2020 and held it in 15 quarters.
  • Conning Inc's Otis Worldwide position peaked at $368K in Q2 2021.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Conning Inc's 13F filing for Q2 2025, filed 24 Jul 2025.