Glass Jacobson Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Glass Jacobson Investment 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 Q4	–	Sell	-56	Closed	-$5.15K	–	608
2025 Q3	$5.15K	Hold	56	–	–	﹤0.01%	488
2025 Q2	$5.55K	Hold	56	–	–	﹤0.01%	468
2025 Q1	$5.15K	Hold	56	–	–	﹤0.01%	667
2024 Q4	$5.15K	Buy	56 +1	+2%	+$100	﹤0.01%	667
2024 Q3	$5.76K	Hold	55	–	–	﹤0.01%	620
2024 Q2	$5.31K	Hold	55	–	–	﹤0.01%	614
2024 Q1	$5.46K	Hold	55	–	–	﹤0.01%	615
2023 Q4	$4.9K	Hold	55	–	–	﹤0.01%	594
2023 Q3	$4.38K	Buy	55 +1	+2%	+$86	﹤0.01%	578
2023 Q2	$4.84K	Buy	+54	New	+$4.55K	﹤0.01%	585
2022 Q4	$4.22K	Buy	+54	New	+$3.99K	﹤0.01%	609

Other funds holding OTIS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Glass Jacobson Investment Advisors's OTIS Position: Q4 2025 in Review

Glass Jacobson Investment Advisors sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 56 shares — an estimated $5.15K sold.

Glass Jacobson Investment Advisors first reported a position in OTIS in Q4 2022 and held it in 11 quarters. The position peaked at $5.76K in Q3 2024. 1,309 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Glass Jacobson Investment Advisors reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 56 Otis Worldwide shares in Q4 2025, an estimated $5.15K.
Glass Jacobson Investment Advisors first reported a position in Otis Worldwide in Q4 2022 and held it in 11 quarters.
Glass Jacobson Investment Advisors's Otis Worldwide position peaked at $5.76K in Q3 2024.
1,309 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.