Full Sail Capital’s Otis Worldwide OTIS Stock Holding History

Full Sail Capital’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	–	Sell	-2,185	Closed	-$216K	–	319
2025 Q2	$216K	Buy	+2,185	New	+$211K	0.01%	220

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Full Sail Capital's OTIS Position: Q3 2025 in Review

Full Sail Capital sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 2,185 shares — an estimated $216K sold.

Full Sail Capital first reported a position in OTIS in Q2 2025 and held it in 1 quarter. The position peaked at $216K in Q2 2025. 1,251 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

Full Sail Capital reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
Full Sail Capital sold 2,185 Otis Worldwide shares in Q3 2025, an estimated $216K.
Full Sail Capital first reported a position in Otis Worldwide in Q2 2025 and held it in 1 quarter.
Full Sail Capital's Otis Worldwide position peaked at $216K in Q2 2025.
1,251 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Full Sail Capital's 13F filing for Q3 2025, filed 14 Nov 2025.