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First Horizon Advisors’s Otis Worldwide OTIS Stock Holding History

First Horizon 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 		$231K Buy
2,332
+300
+15% +$29K 0.01% 487
2025
Q1 		$210K Sell
2,032
-2,151
-51% -$210K 0.01% 498
2024
Q4 		$387K Buy
4,183
+19
+0.5% +$1.91K 0.01% 382
2024
Q3 		$433K Buy
4,164
+24
+0.6% +$2.29K 0.01% 373
2024
Q2 		$399K Buy
4,140
+671
+19% +$64.7K 0.01% 372
2024
Q1 		$344K Buy
3,469
+278
+9% +$25.7K 0.01% 400
2023
Q4 		$285K Buy
3,191
+351
+12% +$29.2K 0.01% 415
2023
Q3 		$228K Buy
2,840
+12
+0.4% +$1.03K 0.01% 436
2023
Q2 		$252K Sell
2,828
-74
-3% -$6.23K 0.01% 437
2023
Q1 		$245K Sell
2,902
-41
-1% -$3.39K 0.01% 434
2022
Q4 		$230K Sell
2,943
-26
-0.9% -$1.92K 0.01% 431
2022
Q3 		$189K Sell
2,969
-507
-15% -$37.1K 0.01% 449
2022
Q2 		$245K Buy
3,476
+355
+11% +$26.1K 0.01% 436
2022
Q1 		$241K Sell
3,121
-198
-6% -$15.8K 0.01% 359
2021
Q4 		$289K Sell
3,319
-270
-8% -$22.6K 0.01% 441
2021
Q3 		$295K Buy
3,589
+3,194
+809% +$281K 0.01% 434
2021
Q2 		$32K Sell
395
-66
-14% -$5.08K ﹤0.01% 939
2021
Q1 		$31K Sell
461
-42
-8% -$2.75K ﹤0.01% 915
2020
Q4 		$34K Sell
503
-540
-52% -$35K ﹤0.01% 724
2020
Q3 		$65K Sell
1,043
-903
-46% -$55.2K ﹤0.01% 475
2020
Q2 		$110K Buy
+1,946
New +$101K 0.01% 381

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

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

First Horizon Advisors increased its Otis Worldwide (OTIS) stake by 15% in Q2 2025, buying an estimated $29K and bringing the position to 2,332 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #487.

First Horizon Advisors first reported a position in OTIS in Q2 2020 and has held it in 21 quarters since. The position peaked at $433K in Q3 2024. 1,270 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • First Horizon Advisors held 2,332 shares of Otis Worldwide worth $231K as of Q2 2025.
  • First Horizon Advisors bought 300 Otis Worldwide shares in Q2 2025, an estimated $29K.
  • Otis Worldwide made up 0.01% of First Horizon Advisors's portfolio in Q2 2025, its #487 holding.
  • First Horizon Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 21 quarters since.
  • First Horizon Advisors's Otis Worldwide position peaked at $433K in Q3 2024.
  • 1,270 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.