FineMark National Bank & Trust
OTIS icon

FineMark National Bank & Trust’s Otis Worldwide OTIS Stock Holding History

FineMark National Bank & Trust’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 		$715K Sell
8,182
-113
-1% -$10.1K 0.02% 265
2025
Q3 		$758K Sell
8,295
-475
-5% -$43.1K 0.02% 259
2025
Q2 		$868K Buy
8,770
+19
+0.2% +$1.83K 0.03% 236
2025
Q1 		$903K Buy
8,751
+100
+1% +$9.77K 0.03% 222
2024
Q4 		$801K Hold
8,651
– – 0.03% 231
2024
Q3 		$899K Hold
8,651
– – 0.03% 224
2024
Q2 		$833K Sell
8,651
-610
-7% -$58.8K 0.03% 215
2024
Q1 		$919K Hold
9,261
– – 0.03% 218
2023
Q4 		$829K Sell
9,261
-23
-0.2% -$1.91K 0.03% 222
2023
Q3 		$746K Buy
9,284
+3
+0% +$257 0.03% 226
2023
Q2 		$826K Buy
9,281
+804
+9% +$67.7K 0.03% 218
2023
Q1 		$715K Buy
8,477
+142
+2% +$11.8K 0.03% 227
2022
Q4 		$653K Sell
8,335
-1,090
-12% -$80.5K 0.03% 232
2022
Q3 		$601K Sell
9,425
-87
-0.9% -$6.37K 0.03% 234
2022
Q2 		$672K Buy
9,512
+76
+0.8% +$5.6K 0.03% 239
2022
Q1 		$726K Buy
9,436
+20
+0.2% +$1.6K 0.03% 245
2021
Q4 		$820K Sell
9,416
-151
-2% -$12.6K 0.03% 237
2021
Q3 		$787K Sell
9,567
-286
-3% -$25.1K 0.03% 229
2021
Q2 		$806K Buy
9,853
+234
+2% +$18K 0.03% 238
2021
Q1 		$658K Buy
9,619
+28
+0.3% +$1.83K 0.03% 252
2020
Q4 		$648K Buy
+9,591
New +$622K 0.03% 238
2020
Q3 		– Sell
-3,751
Closed -$213K – 392
2020
Q2 		$213K Buy
+3,751
New +$194K 0.01% 343

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

FineMark National Bank & Trust's OTIS Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its Otis Worldwide (OTIS) stake by 1.4% in Q4 2025, selling an estimated $10.1K and leaving 8,182 shares worth $715K. The position accounts for 0.02% of the portfolio, ranked #265.

FineMark National Bank & Trust first reported a position in OTIS in Q2 2020 and has held it in 22 quarters since. The position peaked at $919K in Q1 2024. 1,312 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • FineMark National Bank & Trust held 8,182 shares of Otis Worldwide worth $715K as of Q4 2025.
  • FineMark National Bank & Trust sold 113 Otis Worldwide shares in Q4 2025, an estimated $10.1K.
  • Otis Worldwide made up 0.02% of FineMark National Bank & Trust's portfolio in Q4 2025, its #265 holding.
  • FineMark National Bank & Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 22 quarters since.
  • FineMark National Bank & Trust's Otis Worldwide position peaked at $919K in Q1 2024.
  • 1,312 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.