Fractal Investments’s Otis Worldwide OTIS Stock Holding History

Fractal Investments’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	-1,979	Closed	-$204K	–	78
2025 Q1	$204K	Buy	+1,979	New	+$193K	0.03%	69
2024 Q4	–	Sell	-3,690	Closed	-$384K	–	81
2024 Q3	$384K	Sell	3,690 -5,710	-61%	-$544K	0.06%	51
2024 Q2	$905K	Hold	9,400	–	–	0.16%	27
2024 Q1	$933K	Hold	9,400	–	–	0.17%	26
2023 Q4	$841K	Hold	9,400	–	–	0.17%	26
2023 Q3	$755K	Hold	9,400	–	–	0.16%	41
2023 Q2	$837K	Hold	9,400	–	–	0.19%	39
2023 Q1	$793K	Hold	9,400	–	–	0.18%	42
2022 Q4	$736K	Hold	9,400	–	–	0.18%	42
2022 Q3	$600K	Hold	9,400	–	–	0.16%	44
2022 Q2	$664K	Hold	9,400	–	–	0.22%	40
2022 Q1	$723K	Hold	9,400	–	–	0.21%	40
2021 Q4	$818K	Buy	+9,400	New	+$787K	0.28%	39

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fractal Investments's OTIS Position: Q2 2025 in Review

Fractal Investments sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 1,979 shares — an estimated $204K sold.

Fractal Investments first reported a position in OTIS in Q4 2021 and held it in 13 quarters. The position peaked at $933K in Q1 2024. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Fractal Investments reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
Fractal Investments sold 1,979 Otis Worldwide shares in Q2 2025, an estimated $204K.
Fractal Investments first reported a position in Otis Worldwide in Q4 2021 and held it in 13 quarters.
Fractal Investments's Otis Worldwide position peaked at $933K in Q1 2024.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Fractal Investments's 13F filing for Q2 2025, filed 7 Jul 2025.