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Coppell Advisory Solutions’s Otis Worldwide OTIS Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-668
Closed -$61.9K – 1387
2024
Q4 		$61.9K Buy
668
+69
+12% +$6.92K 0.01% 525
2024
Q3 		$62.6K Sell
599
-15
-2% -$1.43K 0.01% 497
2024
Q2 		$59.1K Buy
+614
New +$59.2K 0.01% 452
2023
Q4 		$53K Buy
592
+577
+3,847% +$48K 0.01% 482
2023
Q3 		$1.18K Sell
15
-135
-90% -$11.5K ﹤0.01% 923
2023
Q2 		$13.3K Buy
+150
New +$12.6K ﹤0.01% 631
2023
Q1 		– Sell
-15
Closed -$1.18K – 789
2022
Q4 		$1.18K Buy
+15
New +$1.11K ﹤0.01% 926

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Coppell Advisory Solutions's OTIS Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 668 shares — an estimated $61.9K sold.

Coppell Advisory Solutions first reported a position in OTIS in Q4 2022 and held it in 7 quarters. The position peaked at $62.6K in Q3 2024. 1,245 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 668 Otis Worldwide shares in Q1 2025, an estimated $61.9K.
  • Coppell Advisory Solutions first reported a position in Otis Worldwide in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Otis Worldwide position peaked at $62.6K in Q3 2024.
  • 1,245 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.