Fielder Capital Group’s Otis Worldwide OTIS Stock Holding History

Fielder Capital 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 Q2	–	Sell	-2,818	Closed	-$291K	–	253
2025 Q1	$291K	Sell	2,818 -78	-3%	-$7.62K	0.08%	156
2024 Q4	$268K	Buy	2,896 +39	+1%	+$3.91K	0.08%	157
2024 Q3	$297K	Sell	2,857 -147	-5%	-$14K	0.1%	135
2024 Q2	$289K	Buy	3,004 +17	+0.6%	+$1.64K	0.11%	123
2024 Q1	$297K	Buy	2,987 +29	+1%	+$2.68K	0.13%	111
2023 Q4	$265K	Buy	+2,958	New	+$246K	0.16%	106

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fielder Capital Group's OTIS Position: Q2 2025 in Review

Fielder Capital Group sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 2,818 shares — an estimated $291K sold.

Fielder Capital Group first reported a position in OTIS in Q4 2023 and held it in 6 quarters. The position peaked at $297K in Q3 2024. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Fielder Capital Group reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
Fielder Capital Group sold 2,818 Otis Worldwide shares in Q2 2025, an estimated $291K.
Fielder Capital Group first reported a position in Otis Worldwide in Q4 2023 and held it in 6 quarters.
Fielder Capital Group's Otis Worldwide position peaked at $297K in Q3 2024.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Fielder Capital Group's 13F filing for Q2 2025, filed 31 Jul 2025.