Empower Advisory Group’s Otis Worldwide OTIS Stock Holding History

Empower Advisory Group’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	-2,193	Closed	-$201K	–	533
2025 Q3	$201K	Buy	+2,193	New	+$199K	﹤0.01%	517

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 $3.38T AUM 44.17% 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

Empower Advisory Group's OTIS Position: Q4 2025 in Review

Empower Advisory Group sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 2,193 shares — an estimated $201K sold.

Empower Advisory Group first reported a position in OTIS in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Empower Advisory Group reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
Empower Advisory Group sold 2,193 Otis Worldwide shares in Q4 2025, an estimated $201K.
Empower Advisory Group first reported a position in Otis Worldwide in Q3 2025 and held it in 1 quarter.
Empower Advisory Group's Otis Worldwide position peaked at $201K in Q3 2025.
1,311 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Empower Advisory Group's 13F filing for Q4 2025, filed 12 Feb 2026.