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Crowley Wealth Management’s Otis Worldwide OTIS Stock Holding History

Crowley Wealth Management’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
Q4 		– Sell
-450
Closed -$41.1K – 244
2025
Q3 		$41.1K Hold
450
– – 0.03% 159
2025
Q2 		$44.6K Hold
450
– – 0.04% 146
2025
Q1 		$46.4K Hold
450
– – 0.04% 142
2024
Q4 		$41.7K Buy
+450
New +$45.1K 0.04% 152

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Crowley Wealth Management's OTIS Position: Q4 2025 in Review

Crowley Wealth Management sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 450 shares — an estimated $41.1K sold.

Crowley Wealth Management first reported a position in OTIS in Q4 2024 and held it in 4 quarters. The position peaked at $46.4K in Q1 2025. 1,310 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • Crowley Wealth Management reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 450 Otis Worldwide shares in Q4 2025, an estimated $41.1K.
  • Crowley Wealth Management first reported a position in Otis Worldwide in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Otis Worldwide position peaked at $46.4K in Q1 2025.
  • 1,310 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.