Fortis Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Fortis Capital 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	–	Sell	-5,807	Closed	-$599K	–	269
2025 Q1	$599K	Buy	+5,807	New	+$567K	0.12%	142

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

Fortis Capital Advisors's OTIS Position: Q2 2025 in Review

Fortis Capital Advisors sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 5,807 shares — an estimated $599K sold.

Fortis Capital Advisors first reported a position in OTIS in Q1 2025 and held it in 1 quarter. The position peaked at $599K in Q1 2025. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Fortis Capital Advisors reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
Fortis Capital Advisors sold 5,807 Otis Worldwide shares in Q2 2025, an estimated $599K.
Fortis Capital Advisors first reported a position in Otis Worldwide in Q1 2025 and held it in 1 quarter.
Fortis Capital Advisors's Otis Worldwide position peaked at $599K in Q1 2025.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Fortis Capital Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.