EH
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Equitable Holdings’s Otis Worldwide OTIS Stock Holding History

Equitable Holdings’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
-2,471
Closed -$226K – 1640
2025
Q3 		$226K Sell
2,471
-26
-1% -$2.36K ﹤0.01% 1393
2025
Q2 		$247K Sell
2,497
-61
-2% -$5.89K ﹤0.01% 1278
2025
Q1 		$264K Sell
2,558
-46
-2% -$4.49K ﹤0.01% 1143
2024
Q4 		$241K Sell
2,604
-93
-3% -$9.33K ﹤0.01% 1133
2024
Q3 		$280K Buy
2,697
+214
+9% +$20.4K ﹤0.01% 1066
2024
Q2 		$239K Sell
2,483
-70
-3% -$6.75K ﹤0.01% 1072
2024
Q1 		$253K Sell
2,553
-267
-9% -$24.7K ﹤0.01% 1013
2023
Q4 		$252K Buy
2,820
+87
+3% +$7.23K ﹤0.01% 989
2023
Q3 		$219K Buy
2,733
+421
+18% +$36K ﹤0.01% 974
2023
Q2 		$206K Buy
+2,312
New +$195K ﹤0.01% 979

Other funds holding OTIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return