Eleva Capital’s Otis Worldwide OTIS Stock Holding History

Eleva Capital’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 Q3	–	Sell	-27,031	Closed	-$2.68M	–	29
2025 Q2	$2.68M	Buy	+27,031	New	+$2.61M	0.58%	12

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Eleva Capital's OTIS Position: Q3 2025 in Review

Eleva Capital sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 27,031 shares — an estimated $2.68M sold.

Eleva Capital first reported a position in OTIS in Q2 2025 and held it in 1 quarter. The position peaked at $2.68M in Q2 2025. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

Eleva Capital reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
Eleva Capital sold 27,031 Otis Worldwide shares in Q3 2025, an estimated $2.68M.
Eleva Capital first reported a position in Otis Worldwide in Q2 2025 and held it in 1 quarter.
Eleva Capital's Otis Worldwide position peaked at $2.68M in Q2 2025.
1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Eleva Capital's 13F filing for Q3 2025, filed 10 Nov 2025.