Delos Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Delos Wealth 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 Q4	–	Sell	-110	Closed	-$10.1K	–	292
2025 Q3	$10.1K	Hold	110	–	–	0.01%	181
2025 Q2	$10.9K	Buy	+110	New	+$10.6K	0.01%	168
2024 Q3	–	Sell	-2	Closed	-$193	–	317
2024 Q2	$193	Hold	2	–	–	﹤0.01%	328
2024 Q1	$199	Sell	2 -3	-60%	-$277	﹤0.01%	333
2023 Q4	$448	Hold	5	–	–	﹤0.01%	268
2023 Q3	$428	Hold	5	–	–	﹤0.01%	305
2023 Q2	$446	Hold	5	–	–	﹤0.01%	303
2023 Q1	$422	Hold	5	–	–	﹤0.01%	318
2022 Q4	$392	Hold	5	–	–	﹤0.01%	326
2022 Q3	$0	Buy	+5	New	+$366	﹤0.01%	350

Other funds holding OTIS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Delos Wealth Advisors's OTIS Position: Q4 2025 in Review

Delos Wealth Advisors sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 110 shares — an estimated $10.1K sold.

Delos Wealth Advisors first reported a position in OTIS in Q3 2022 and held it in 10 quarters. The position peaked at $10.9K in Q2 2025. 1,307 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Delos Wealth Advisors reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
Delos Wealth Advisors sold 110 Otis Worldwide shares in Q4 2025, an estimated $10.1K.
Delos Wealth Advisors first reported a position in Otis Worldwide in Q3 2022 and held it in 10 quarters.
Delos Wealth Advisors's Otis Worldwide position peaked at $10.9K in Q2 2025.
1,307 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Delos Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.