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Cullinan Associates’s Otis Worldwide OTIS Stock Holding History

Cullinan Associates’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
-2,000
Closed -$206K – 216
2025
Q1 		$206K Buy
+2,000
New +$195K 0.01% 214
2024
Q4 		– Sell
-2,000
Closed -$211K – 231
2024
Q3 		$211K Buy
+2,000
New +$191K 0.01% 226
2024
Q1 		– Sell
-2,550
Closed -$228K – 253
2023
Q4 		$228K Sell
2,550
-51
-2% -$4.24K 0.01% 223
2023
Q3 		$209K Buy
2,601
+100
+4% +$8.55K 0.01% 235
2023
Q2 		$223K Buy
2,501
+50
+2% +$4.21K 0.01% 240
2023
Q1 		$207K Sell
2,451
-1,552
-39% -$128K 0.01% 238
2022
Q4 		$313K Buy
+4,003
New +$296K 0.02% 241
2022
Q3 		– Sell
-3,463
Closed -$245K – 239
2022
Q2 		$245K Sell
3,463
-8,100
-70% -$597K 0.02% 212
2022
Q1 		$890K Sell
11,563
-200
-2% -$16K 0.05% 150
2021
Q4 		$1.02M Sell
11,763
-100
-0.8% -$8.37K 0.05% 142
2021
Q3 		$976K Sell
11,863
-9,665
-45% -$850K 0.05% 146
2021
Q2 		$1.76M Sell
21,528
-49
-0.2% -$3.77K 0.1% 122
2021
Q1 		$1.48M Sell
21,577
-390
-2% -$25.5K 0.09% 119
2020
Q4 		$1.48M Buy
21,967
+750
+4% +$48.7K 0.09% 118
2020
Q3 		$1.32M Sell
21,217
-1,265
-6% -$77.4K 0.09% 116
2020
Q2 		$1.28M Buy
+22,482
New +$1.16M 0.09% 116

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Cullinan Associates's OTIS Position: Q2 2025 in Review

Cullinan Associates sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 2,000 shares — an estimated $206K sold.

Cullinan Associates first reported a position in OTIS in Q2 2020 and held it in 16 quarters. The position peaked at $1.76M in Q2 2021. 1,270 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Cullinan Associates reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • Cullinan Associates sold 2,000 Otis Worldwide shares in Q2 2025, an estimated $206K.
  • Cullinan Associates first reported a position in Otis Worldwide in Q2 2020 and held it in 16 quarters.
  • Cullinan Associates's Otis Worldwide position peaked at $1.76M in Q2 2021.
  • 1,270 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Cullinan Associates's 13F filing for Q2 2025, filed 22 Jul 2025.