Fidelity Investments’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274M Sell
2,764,935
-836,466
-23% -$82.8M 0.02% 699
2025
Q1
$372M Sell
3,601,401
-21,150
-0.6% -$2.18M 0.02% 568
2024
Q4
$335M Buy
3,622,551
+86,443
+2% +$8.01M 0.02% 615
2024
Q3
$368M Buy
3,536,108
+101,278
+3% +$10.5M 0.02% 591
2024
Q2
$331M Buy
3,434,830
+397,958
+13% +$38.3M 0.02% 602
2024
Q1
$301M Buy
3,036,872
+162,186
+6% +$16.1M 0.02% 623
2023
Q4
$257M Sell
2,874,686
-837,165
-23% -$74.9M 0.02% 653
2023
Q3
$298M Sell
3,711,851
-99,609
-3% -$8M 0.03% 557
2023
Q2
$339M Sell
3,811,460
-1,709
-0% -$152K 0.03% 530
2023
Q1
$322M Sell
3,813,169
-165,018
-4% -$13.9M 0.03% 542
2022
Q4
$312M Sell
3,978,187
-194,386
-5% -$15.2M 0.03% 548
2022
Q3
$266M Sell
4,172,573
-213,980
-5% -$13.7M 0.03% 572
2022
Q2
$310M Sell
4,386,553
-1,646,333
-27% -$116M 0.03% 538
2022
Q1
$464M Sell
6,032,886
-9,146,725
-60% -$704M 0.04% 466
2021
Q4
$1.32B Buy
15,179,611
+449,187
+3% +$39.1M 0.1% 183
2021
Q3
$1.21B Buy
14,730,424
+2,749,257
+23% +$226M 0.1% 174
2021
Q2
$980M Buy
11,981,167
+3,640,221
+44% +$298M 0.08% 235
2021
Q1
$571M Buy
8,340,946
+876,844
+12% +$60M 0.05% 383
2020
Q4
$504M Buy
7,464,102
+1,000,703
+15% +$67.6M 0.04% 404
2020
Q3
$403M Buy
6,463,399
+55,885
+0.9% +$3.49M 0.04% 386
2020
Q2
$364M Buy
+6,407,514
New +$364M 0.04% 402