Global Financial Private Client’s Otis Worldwide OTIS Stock Holding History

Global Financial Private Client’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	-22	Closed	-$2.27K	–	1186
2025 Q1	$2.27K	Buy	22 +15	+214%	+$1.47K	﹤0.01%	835
2024 Q4	$648	Buy	+7	New	+$702	﹤0.01%	870
2023 Q2	–	Sell	-37	Closed	-$3.12K	–	698
2023 Q1	$3.12K	Hold	37	–	–	﹤0.01%	542
2022 Q4	$2.9K	Hold	37	–	–	﹤0.01%	532
2022 Q3	$2.42K	Hold	37	–	–	﹤0.01%	517
2022 Q2	$2.66K	Hold	37	–	–	﹤0.01%	495
2022 Q1	$2.82K	Hold	37	–	–	﹤0.01%	505
2021 Q4	$3.22K	Hold	37	–	–	﹤0.01%	488
2021 Q3	$3.05K	Hold	37	–	–	﹤0.01%	434
2021 Q2	$3.04K	Hold	37	–	–	﹤0.01%	440
2021 Q1	$2.56K	Hold	37	–	–	﹤0.01%	412
2020 Q4	$2.5K	Hold	37	–	–	﹤0.01%	405
2020 Q3	$2.31K	Hold	37	–	–	﹤0.01%	393
2020 Q2	$2.06K	Buy	+37	New	+$1.92K	﹤0.01%	440

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 $3.37T AUM 44.26% 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

Global Financial Private Client's OTIS Position: Q2 2025 in Review

Global Financial Private Client sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 22 shares — an estimated $2.27K sold.

Global Financial Private Client first reported a position in OTIS in Q2 2020 and held it in 14 quarters. The position peaked at $3.22K in Q4 2021. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Global Financial Private Client reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 22 Otis Worldwide shares in Q2 2025, an estimated $2.27K.
Global Financial Private Client first reported a position in Otis Worldwide in Q2 2020 and held it in 14 quarters.
Global Financial Private Client's Otis Worldwide position peaked at $3.22K in Q4 2021.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.