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First Foundation Advisors’s Otis Worldwide OTIS Stock Holding History

First Foundation Advisors’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
-2,175
Closed -$224K – 347
2025
Q1 		$224K Sell
2,175
-258
-11% -$25.2K 0.01% 307
2024
Q4 		$225K Sell
2,433
-6
-0.2% -$602 0.01% 314
2024
Q3 		$254K Sell
2,439
-620
-20% -$59.1K 0.01% 305
2024
Q2 		$294K Sell
3,059
-477
-13% -$46K 0.01% 281
2024
Q1 		$351K Buy
3,536
+41
+1% +$3.79K 0.01% 271
2023
Q4 		$313K Sell
3,495
-592
-14% -$49.2K 0.01% 287
2023
Q3 		$328K Buy
+4,087
New +$350K 0.02% 307
2023
Q2 		– Sell
-2,883
Closed -$243K – 436
2023
Q1 		$243K Buy
2,883
+60
+2% +$4.96K 0.01% 331
2022
Q4 		$221K Sell
2,823
-387
-12% -$28.6K 0.01% 355
2022
Q3 		$205K Sell
3,210
-6,660
-67% -$487K 0.01% 350
2022
Q2 		$698K Sell
9,870
-1,916
-16% -$141K 0.03% 209
2022
Q1 		$907K Buy
11,786
+796
+7% +$63.6K 0.03% 198
2021
Q4 		$957K Buy
+10,990
New +$920K 0.03% 204

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

First Foundation Advisors's OTIS Position: Q2 2025 in Review

First Foundation Advisors sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 2,175 shares — an estimated $224K sold.

First Foundation Advisors first reported a position in OTIS in Q4 2021 and held it in 13 quarters. The position peaked at $957K in Q4 2021. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • First Foundation Advisors reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • First Foundation Advisors sold 2,175 Otis Worldwide shares in Q2 2025, an estimated $224K.
  • First Foundation Advisors first reported a position in Otis Worldwide in Q4 2021 and held it in 13 quarters.
  • First Foundation Advisors's Otis Worldwide position peaked at $957K in Q4 2021.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on First Foundation Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.