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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Equitable Holdings's OTIS Position: Q4 2025 in Review

Equitable Holdings sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 2,471 shares — an estimated $226K sold.

Equitable Holdings first reported a position in OTIS in Q2 2023 and held it in 10 quarters. The position peaked at $280K in Q3 2024. 1,311 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • Equitable Holdings reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
  • Equitable Holdings sold 2,471 Otis Worldwide shares in Q4 2025, an estimated $226K.
  • Equitable Holdings first reported a position in Otis Worldwide in Q2 2023 and held it in 10 quarters.
  • Equitable Holdings's Otis Worldwide position peaked at $280K in Q3 2024.
  • 1,311 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Equitable Holdings's 13F filing for Q4 2025, filed 17 Feb 2026.