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Financial Gravity Companies’s Otis Worldwide OTIS Stock Holding History

Financial Gravity Companies’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 		$6.93K Buy
+70
New +$6.76K ﹤0.01% 639
2024
Q4 		$6.48K Buy
70
+22
+46% +$2.21K ﹤0.01% 647
2024
Q3 		$4.99K Buy
+48
New +$4.57K ﹤0.01% 434

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Financial Gravity Companies's OTIS Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Otis Worldwide (OTIS) in Q2 2025: 70 shares worth $6.93K. The stake represents ﹤0.01% of the portfolio and ranks #639 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in OTIS as recently as Q4 2024.

Financial Gravity Companies first reported a position in OTIS in Q3 2024 and has held it in 3 quarters since. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Financial Gravity Companies held 70 shares of Otis Worldwide worth $6.93K as of Q2 2025.
  • Otis Worldwide was a new Financial Gravity Companies position in Q2 2025.
  • Otis Worldwide made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #639 holding.
  • Financial Gravity Companies first reported a position in Otis Worldwide in Q3 2024 and has held it in 3 quarters since.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.