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Custos Family Office’s Otis Worldwide OTIS Stock Holding History

Custos Family Office’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
-2,515
Closed -$233K – 71
2024
Q4 		$233K Buy
+2,515
New +$252K 0.08% 64
2023
Q2 		– Sell
-2,500
Closed -$211K – 48
2023
Q1 		$211K Buy
+2,500
New +$207K 0.15% 35

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 $3.38T 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
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

Custos Family Office's OTIS Position: Q1 2025 in Review

Custos Family Office sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 2,515 shares — an estimated $233K sold.

Custos Family Office first reported a position in OTIS in Q1 2023 and held it in 2 quarters. The position peaked at $233K in Q4 2024. 1,247 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Custos Family Office reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
  • Custos Family Office sold 2,515 Otis Worldwide shares in Q1 2025, an estimated $233K.
  • Custos Family Office first reported a position in Otis Worldwide in Q1 2023 and held it in 2 quarters.
  • Custos Family Office's Otis Worldwide position peaked at $233K in Q4 2024.
  • 1,247 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Custos Family Office's 13F filing for Q1 2025, filed 25 Apr 2025.