Fox Run Management’s Otis Worldwide OTIS Stock Holding History

Fox Run 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 Q4	–	Sell	-8,607	Closed	-$787K	–	1167
2025 Q3	$787K	Buy	+8,607	New	+$781K	0.12%	300
2024 Q4	–	Sell	-10,118	Closed	-$1.05M	–	1098
2024 Q3	$1.05M	Buy	10,118 +4,364	+76%	+$416K	0.23%	106
2024 Q2	$554K	Sell	5,754 -2,844	-33%	-$274K	0.1%	369
2024 Q1	$854K	Buy	+8,598	New	+$795K	0.18%	184
2023 Q2	–	Sell	-5,594	Closed	-$472K	–	888
2023 Q1	$472K	Buy	+5,594	New	+$463K	0.15%	236
2022 Q2	–	Sell	-4,556	Closed	-$351K	–	687
2022 Q1	$351K	Sell	4,556 -240	-5%	-$19.2K	0.2%	209
2021 Q4	$418K	Sell	4,796 -1,502	-24%	-$126K	0.25%	128
2021 Q3	$518K	Buy	+6,298	New	+$554K	0.33%	71

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

Fox Run Management's OTIS Position: Q4 2025 in Review

Fox Run Management sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 8,607 shares — an estimated $787K sold.

Fox Run Management first reported a position in OTIS in Q3 2021 and held it in 8 quarters. The position peaked at $1.05M in Q3 2024. 1,310 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Fox Run Management reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
Fox Run Management sold 8,607 Otis Worldwide shares in Q4 2025, an estimated $787K.
Fox Run Management first reported a position in Otis Worldwide in Q3 2021 and held it in 8 quarters.
Fox Run Management's Otis Worldwide position peaked at $1.05M in Q3 2024.
1,310 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Fox Run Management's 13F filing for Q4 2025, filed 11 Feb 2026.