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Continuum Advisory’s Otis Worldwide OTIS Stock Holding History

Continuum Advisory’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
-314
Closed -$32.4K – 1211
2025
Q1 		$32.4K Sell
314
-70
-18% -$6.84K ﹤0.01% 767
2024
Q4 		$35.6K Buy
384
+3
+0.8% +$301 ﹤0.01% 732
2024
Q3 		$38K Buy
381
+3
+0.8% +$286 ﹤0.01% 712
2024
Q2 		$36.4K Hold
378
– – 0.01% 667
2024
Q1 		$36.3K Buy
+378
New +$34.9K 0.01% 663

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Continuum Advisory's OTIS Position: Q2 2025 in Review

Continuum Advisory sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 314 shares — an estimated $32.4K sold.

Continuum Advisory first reported a position in OTIS in Q1 2024 and held it in 5 quarters. The position peaked at $38K in Q3 2024. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Continuum Advisory reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 314 Otis Worldwide shares in Q2 2025, an estimated $32.4K.
  • Continuum Advisory first reported a position in Otis Worldwide in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Otis Worldwide position peaked at $38K in Q3 2024.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.