FSC Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

FSC Wealth 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	-144	Closed	-$14.9K	–	192
2025 Q1	$14.9K	Hold	144	–	–	0.01%	183
2024 Q4	$13.3K	Hold	144	–	–	0.01%	182
2024 Q3	$15K	Hold	144	–	–	0.01%	175
2024 Q2	$13.9K	Hold	144	–	–	0.01%	176
2024 Q1	$14.3K	Hold	144	–	–	0.01%	175
2023 Q4	$12.9K	Hold	144	–	–	0.01%	185
2023 Q3	$11.6K	Hold	144	–	–	0.01%	157
2023 Q2	$12.8K	Hold	144	–	–	0.01%	132
2023 Q1	$12.2K	Buy	+144	New	+$11.9K	0.02%	107

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 $3.38T AUM 44.17% 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

FSC Wealth Advisors's OTIS Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 144 shares — an estimated $14.9K sold.

FSC Wealth Advisors first reported a position in OTIS in Q1 2023 and held it in 9 quarters. The position peaked at $15K in Q3 2024. 1,270 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

FSC Wealth Advisors reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 144 Otis Worldwide shares in Q2 2025, an estimated $14.9K.
FSC Wealth Advisors first reported a position in Otis Worldwide in Q1 2023 and held it in 9 quarters.
FSC Wealth Advisors's Otis Worldwide position peaked at $15K in Q3 2024.
1,270 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.