Forte Capital’s Otis Worldwide OTIS Stock Holding History

Forte Capital’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	$433K	Hold	4,375	–	–	0.05%	184
2025 Q1	$452K	Sell	4,375 -38	-0.9%	-$3.71K	0.05%	176
2024 Q4	$409K	Hold	4,413	–	–	0.05%	179
2024 Q3	$459K	Sell	4,413 -17	-0.4%	-$1.62K	0.05%	178
2024 Q2	$426K	Hold	4,430	–	–	0.05%	170
2024 Q1	$440K	Sell	4,430 -1,100	-20%	-$102K	0.05%	169
2023 Q4	$495K	Hold	5,530	–	–	0.07%	147
2023 Q3	$444K	Sell	5,530 -17	-0.3%	-$1.45K	0.07%	142
2023 Q2	$494K	Sell	5,547 -440	-7%	-$37.1K	0.07%	140
2023 Q1	$505K	Buy	5,987 +17	+0.3%	+$1.41K	0.08%	137
2022 Q4	$468K	Sell	5,970 -29	-0.5%	-$2.14K	0.08%	133
2022 Q3	$383K	Sell	5,999 -22	-0.4%	-$1.61K	0.07%	143
2022 Q2	$426K	Sell	6,021 -151	-2%	-$11.1K	0.07%	139
2022 Q1	$537K	Hold	6,172	–	–	0.07%	149
2021 Q4	$537K	Sell	6,172 -41	-0.7%	-$3.43K	0.07%	149
2021 Q3	$511K	Hold	6,213	–	–	0.07%	153
2021 Q2	$508K	Hold	6,213	–	–	0.07%	148
2021 Q1	$425K	Hold	6,213	–	–	0.07%	153
2020 Q4	$420K	Sell	6,213 -175	-3%	-$11.4K	0.06%	147
2020 Q3	$399K	Sell	6,388 -238	-4%	-$14.6K	0.07%	140
2020 Q2	$377K	Buy	+6,626	New	+$343K	0.08%	135

Other funds holding OTIS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Forte Capital's OTIS Position: Q2 2025 in Review

Forte Capital held its Otis Worldwide (OTIS) position steady in Q2 2025 at 4,375 shares worth $433K. The position accounts for 0.05% of the portfolio, ranked #184.

Forte Capital first reported a position in OTIS in Q2 2020 and has held it in 21 quarters since. The position peaked at $537K in Q1 2022. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Forte Capital held 4,375 shares of Otis Worldwide worth $433K as of Q2 2025.
Forte Capital left its Otis Worldwide share count unchanged in Q2 2025.
Otis Worldwide made up 0.05% of Forte Capital's portfolio in Q2 2025, its #184 holding.
Forte Capital first reported a position in Otis Worldwide in Q2 2020 and has held it in 21 quarters since.
Forte Capital's Otis Worldwide position peaked at $537K in Q1 2022.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.