Dover Advisors’s Otis Worldwide OTIS Stock Holding History

Dover 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	-2,702	Closed	-$247K	–	175
2025 Q3	$247K	Hold	2,702	–	–	0.1%	151
2025 Q2	$268K	Sell	2,702 -235	-8%	-$22.7K	0.12%	142
2025 Q1	$303K	Sell	2,937 -44	-1%	-$4.3K	0.13%	128
2024 Q4	$276K	Sell	2,981 -167	-5%	-$16.7K	0.16%	112
2024 Q3	$327K	Sell	3,148 -718	-19%	-$68.4K	0.19%	109
2024 Q2	$372K	Sell	3,866 -395	-9%	-$38.1K	0.23%	95
2024 Q1	$423K	Buy	4,261 +350	+9%	+$32.3K	0.29%	85
2023 Q4	$350K	Sell	3,911 -690	-15%	-$57.4K	0.46%	64
2023 Q3	$370K	Sell	4,601 -500	-10%	-$42.8K	0.37%	73
2023 Q2	$454K	Hold	5,101	–	–	0.4%	68
2023 Q1	$431K	Sell	5,101 -37	-0.7%	-$3.06K	0.41%	65
2022 Q4	$402K	Buy	+5,138	New	+$379K	0.43%	66

Other funds holding OTIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dover Advisors's OTIS Position: Q4 2025 in Review

Dover Advisors sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 2,702 shares — an estimated $247K sold.

Dover Advisors first reported a position in OTIS in Q4 2022 and held it in 12 quarters. The position peaked at $454K in Q2 2023. 1,311 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Dover Advisors reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
Dover Advisors sold 2,702 Otis Worldwide shares in Q4 2025, an estimated $247K.
Dover Advisors first reported a position in Otis Worldwide in Q4 2022 and held it in 12 quarters.
Dover Advisors's Otis Worldwide position peaked at $454K in Q2 2023.
1,311 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Dover Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.