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Court Place Advisors’s Otis Worldwide OTIS Stock Holding History

Court Place Advisors’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 		– Sell
-2,022
Closed -$200K – 152
2025
Q2 		$200K Sell
2,022
-50
-2% -$4.83K 0.06% 144
2025
Q1 		$214K Sell
2,072
-134
-6% -$13.1K 0.07% 143
2024
Q4 		$204K Sell
2,206
-316
-13% -$31.7K 0.07% 146
2024
Q3 		$262K Sell
2,522
-188
-7% -$17.9K 0.08% 147
2024
Q2 		$261K Buy
2,710
+24
+0.9% +$2.31K 0.08% 139
2024
Q1 		$267K Sell
2,686
-185
-6% -$17.1K 0.09% 134
2023
Q4 		$257K Sell
2,871
-49
-2% -$4.07K 0.08% 143
2023
Q3 		$235K Sell
2,920
-10
-0.3% -$855 0.08% 147
2023
Q2 		$261K Sell
2,930
-58
-2% -$4.89K 0.09% 141
2023
Q1 		$252K Sell
2,988
-147
-5% -$12.2K 0.09% 144
2022
Q4 		$246K Sell
3,135
-52
-2% -$3.84K 0.09% 146
2022
Q3 		$203K Sell
3,187
-136
-4% -$9.95K 0.08% 152
2022
Q2 		$235K Hold
3,323
– – 0.09% 144
2022
Q1 		$256K Sell
3,323
-690
-17% -$55.1K 0.08% 153
2021
Q4 		$349K Sell
4,013
-16
-0.4% -$1.34K 0.1% 143
2021
Q3 		$332K Sell
4,029
-198
-5% -$17.4K 0.1% 139
2021
Q2 		$346K Sell
4,227
-56
-1% -$4.31K 0.1% 143
2021
Q1 		$293K Sell
4,283
-50
-1% -$3.27K 0.09% 148
2020
Q4 		$293K Sell
4,333
-399
-8% -$25.9K 0.1% 142
2020
Q3 		$295K Sell
4,732
-285
-6% -$17.4K 0.11% 131
2020
Q2 		$285K Buy
+5,017
New +$260K 0.11% 136

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Court Place Advisors's OTIS Position: Q3 2025 in Review

Court Place Advisors sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 2,022 shares — an estimated $200K sold.

Court Place Advisors first reported a position in OTIS in Q2 2020 and held it in 21 quarters. The position peaked at $349K in Q4 2021. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Court Place Advisors reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Court Place Advisors sold 2,022 Otis Worldwide shares in Q3 2025, an estimated $200K.
  • Court Place Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 21 quarters.
  • Court Place Advisors's Otis Worldwide position peaked at $349K in Q4 2021.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.