Country Club Bank’s Otis Worldwide OTIS Stock Holding History

Country Club Bank’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	$283K	Sell	3,102 -50	-2%	-$4.54K	0.02%	301
2025 Q2	$308K	Sell	3,152 -75	-2%	-$7.24K	0.02%	294
2025 Q1	$330K	Hold	3,227	–	–	0.02%	284
2024 Q4	$299K	Hold	3,227	–	–	0.02%	290
2024 Q3	$337K	Sell	3,227 -95	-3%	-$9.05K	0.02%	281
2024 Q2	$319K	Sell	3,322 -93	-3%	-$8.96K	0.02%	273
2024 Q1	$339K	Sell	3,415 -255	-7%	-$23.6K	0.02%	269
2023 Q4	$329K	Sell	3,670 -35	-0.9%	-$2.91K	0.02%	265
2023 Q3	$298K	Sell	3,705 -721	-16%	-$61.7K	0.02%	263
2023 Q2	$392K	Sell	4,426 -185	-4%	-$15.6K	0.03%	247
2023 Q1	$383K	Sell	4,611 -205	-4%	-$17K	0.03%	255
2022 Q4	$377K	Sell	4,816 -269	-5%	-$19.9K	0.03%	242
2022 Q3	$328K	Buy	5,085 +53	+1%	+$3.88K	0.03%	234
2022 Q2	$351K	Sell	5,032 -3,901	-44%	-$287K	0.03%	224
2022 Q1	$694K	Buy	+8,933	New	+$714K	0.06%	178

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

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

Country Club Bank's OTIS Position: Q3 2025 in Review

Country Club Bank reduced its Otis Worldwide (OTIS) stake by 1.6% in Q3 2025, selling an estimated $4.54K and leaving 3,102 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #301.

Country Club Bank first reported a position in OTIS in Q1 2022 and has held it in 15 quarters since. The position peaked at $694K in Q1 2022. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

Country Club Bank held 3,102 shares of Otis Worldwide worth $283K as of Q3 2025.
Country Club Bank sold 50 Otis Worldwide shares in Q3 2025, an estimated $4.54K.
Otis Worldwide made up 0.02% of Country Club Bank's portfolio in Q3 2025, its #301 holding.
Country Club Bank first reported a position in Otis Worldwide in Q1 2022 and has held it in 15 quarters since.
Country Club Bank's Otis Worldwide position peaked at $694K in Q1 2022.
1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.