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Flaharty Asset Management’s Otis Worldwide OTIS Stock Holding History

Flaharty Asset Management’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
-372
Closed -$38.4K – 374
2025
Q1 		$38.4K Buy
+372
New +$36.3K 0.01% 241
2024
Q4 		– Sell
-372
Closed -$38.6K – 330
2024
Q3 		$38.6K Buy
+372
New +$35.4K 0.01% 228
2023
Q4 		– Sell
-372
Closed -$29.8K – 346
2023
Q3 		$29.8K Buy
+372
New +$31.8K 0.01% 234

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

Flaharty Asset Management's OTIS Position: Q2 2025 in Review

Flaharty Asset Management sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 372 shares — an estimated $38.4K sold.

Flaharty Asset Management first reported a position in OTIS in Q3 2023 and held it in 3 quarters. The position peaked at $38.6K in Q3 2024. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Flaharty Asset Management reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 372 Otis Worldwide shares in Q2 2025, an estimated $38.4K.
  • Flaharty Asset Management first reported a position in Otis Worldwide in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's Otis Worldwide position peaked at $38.6K in Q3 2024.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.