First Pacific Financial’s Otis Worldwide OTIS Stock Holding History

First Pacific Financial’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	-35	Closed	-$3.2K	–	560
2025 Q3	$3.2K	Buy	+35	New	+$3.18K	﹤0.01%	408

Other funds holding OTIS

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J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Pacific Financial's OTIS Position: Q4 2025 in Review

First Pacific Financial sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 35 shares — an estimated $3.2K sold.

First Pacific Financial first reported a position in OTIS in Q3 2025 and held it in 1 quarter. The position peaked at $3.2K in Q3 2025. 1,308 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

First Pacific Financial reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
First Pacific Financial sold 35 Otis Worldwide shares in Q4 2025, an estimated $3.2K.
First Pacific Financial first reported a position in Otis Worldwide in Q3 2025 and held it in 1 quarter.
First Pacific Financial's Otis Worldwide position peaked at $3.2K in Q3 2025.
1,308 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on First Pacific Financial's 13F filing for Q4 2025, filed 16 Jan 2026.