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GKV Capital Management’s Otis Worldwide OTIS Stock Holding History

GKV Capital 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 		– Sell
-2,250
Closed -$223K – 88
2025
Q2 		$223K Hold
2,250
– – 0.1% 84
2025
Q1 		$232K Sell
2,250
-250
-10% -$24.4K 0.12% 75
2024
Q4 		$232K Buy
+2,500
New +$251K 0.09% 86

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 $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

GKV Capital Management's OTIS Position: Q3 2025 in Review

GKV Capital Management sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 2,250 shares — an estimated $223K sold.

GKV Capital Management first reported a position in OTIS in Q4 2024 and held it in 3 quarters. The position peaked at $232K in Q1 2025. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • GKV Capital Management reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • GKV Capital Management sold 2,250 Otis Worldwide shares in Q3 2025, an estimated $223K.
  • GKV Capital Management first reported a position in Otis Worldwide in Q4 2024 and held it in 3 quarters.
  • GKV Capital Management's Otis Worldwide position peaked at $232K in Q1 2025.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on GKV Capital Management's 13F filing for Q3 2025, filed 29 Oct 2025.