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FSA Wealth Management’s Otis Worldwide OTIS Stock Holding History

FSA Wealth 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
Q3 		$3.02K Sell
33
-24
-42% -$2.18K ﹤0.01% 462
2025
Q2 		$5.67K Hold
57
– – ﹤0.01% 366
2025
Q1 		$5.91K Hold
57
– – ﹤0.01% 337
2024
Q4 		$5.31K Hold
57
– – ﹤0.01% 378
2024
Q3 		$5.96K Buy
+57
New +$5.43K ﹤0.01% 380
2024
Q1 		$5.69K Hold
57
– – ﹤0.01% 426
2023
Q4 		$5K Buy
+57
New +$4.74K ﹤0.01% 433
2020
Q3 		– Sell
-307
Closed -$17K – 260
2020
Q2 		$17K Buy
+307
New +$15.9K 0.01% 211

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

FSA Wealth Management's OTIS Position: Q3 2025 in Review

FSA Wealth Management reduced its Otis Worldwide (OTIS) stake by 42% in Q3 2025, selling an estimated $2.18K and leaving 33 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

FSA Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 8 quarters since. The position peaked at $17K in Q2 2020. 1,251 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • FSA Wealth Management held 33 shares of Otis Worldwide worth $3.02K as of Q3 2025.
  • FSA Wealth Management sold 24 Otis Worldwide shares in Q3 2025, an estimated $2.18K.
  • Otis Worldwide made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #462 holding.
  • FSA Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 8 quarters since.
  • FSA Wealth Management's Otis Worldwide position peaked at $17K in Q2 2020.
  • 1,251 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.