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Glenmede Investment Management’s Otis Worldwide OTIS Stock Holding History

Glenmede Investment 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 		$2.06M Sell
22,508
-4,078
-15% -$370K 0.01% 552
2025
Q2 		$2.63M Buy
+26,586
New +$2.57M 0.01% 528

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

Glenmede Investment Management's OTIS Position: Q3 2025 in Review

Glenmede Investment Management reduced its Otis Worldwide (OTIS) stake by 15% in Q3 2025, selling an estimated $370K and leaving 22,508 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #552.

Glenmede Investment Management first reported a position in OTIS in Q2 2025 and has held it in 2 quarters since. The position peaked at $2.63M in Q2 2025. 1,251 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Glenmede Investment Management held 22,508 shares of Otis Worldwide worth $2.06M as of Q3 2025.
  • Glenmede Investment Management sold 4,078 Otis Worldwide shares in Q3 2025, an estimated $370K.
  • Otis Worldwide made up 0.01% of Glenmede Investment Management's portfolio in Q3 2025, its #552 holding.
  • Glenmede Investment Management first reported a position in Otis Worldwide in Q2 2025 and has held it in 2 quarters since.
  • Glenmede Investment Management's Otis Worldwide position peaked at $2.63M in Q2 2025.
  • 1,251 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Glenmede Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.