First National Trust’s Otis Worldwide OTIS Stock Holding History

First National 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	–	Sell	-2,214	Closed	-$202K	–	413
2025 Q3	$202K	Sell	2,214 -9	-0.4%	-$817	0.01%	385
2025 Q2	$220K	Sell	2,223 -83	-4%	-$8.01K	0.01%	366
2025 Q1	$238K	Sell	2,306 -182	-7%	-$17.8K	0.01%	347
2024 Q4	$230K	Sell	2,488 -114	-4%	-$11.4K	0.01%	365
2024 Q3	$270K	Sell	2,602 -21	-0.8%	-$2K	0.01%	347
2024 Q2	$252K	Sell	2,623 -34	-1%	-$3.28K	0.01%	347
2024 Q1	$264K	Sell	2,657 -72	-3%	-$6.66K	0.01%	338
2023 Q4	$244K	Sell	2,729 -238	-8%	-$19.8K	0.01%	340
2023 Q3	$238K	Sell	2,967 -241	-8%	-$20.6K	0.01%	341
2023 Q2	$286K	Sell	3,208 -129	-4%	-$10.9K	0.01%	324
2023 Q1	$282K	Sell	3,337 -85	-2%	-$7.03K	0.02%	322
2022 Q4	$268K	Sell	3,422 -73	-2%	-$5.39K	0.01%	321
2022 Q3	$223K	Sell	3,495 -34	-1%	-$2.49K	0.01%	327
2022 Q2	$249K	Sell	3,529 -355	-9%	-$26.1K	0.01%	325
2022 Q1	$299K	Sell	3,884 -136	-3%	-$10.9K	0.02%	322
2021 Q4	$350K	Sell	4,020 -545	-12%	-$45.6K	0.02%	311
2021 Q3	$376K	Sell	4,565 -186	-4%	-$16.4K	0.02%	287
2021 Q2	$389K	Sell	4,751 -1,275	-21%	-$98.1K	0.02%	284
2021 Q1	$413K	Sell	6,026 -2,149	-26%	-$140K	0.03%	272
2020 Q4	$553K	Sell	8,175 -2,273	-22%	-$147K	0.04%	222
2020 Q3	$652K	Sell	10,448 -5,787	-36%	-$354K	0.05%	193
2020 Q2	$924K	Buy	+16,235	New	+$841K	0.08%	168

Other funds holding OTIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First National Trust's OTIS Position: Q4 2025 in Review

First National Trust sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 2,214 shares — an estimated $202K sold.

First National Trust first reported a position in OTIS in Q2 2020 and held it in 22 quarters. The position peaked at $924K in Q2 2020. 1,311 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

First National Trust reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
First National Trust sold 2,214 Otis Worldwide shares in Q4 2025, an estimated $202K.
First National Trust first reported a position in Otis Worldwide in Q2 2020 and held it in 22 quarters.
First National Trust's Otis Worldwide position peaked at $924K in Q2 2020.
1,311 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on First National Trust's 13F filing for Q4 2025, filed 9 Feb 2026.