GM Advisory Group’s Otis Worldwide OTIS Stock Holding History

GM Advisory Group’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	-2,038	Closed	-$202K	–	313
2025 Q2	$202K	Buy	+2,038	New	+$197K	0.01%	278
2022 Q3	–	Sell	-7,844	Closed	-$554K	–	197
2022 Q2	$554K	Sell	7,844 -11,000	-58%	-$810K	0.09%	105
2022 Q1	$1.45M	Sell	18,844 -19,753	-51%	-$1.58M	0.17%	71
2021 Q4	$3.36M	Hold	38,597	–	–	0.3%	54
2021 Q3	$3.18M	Sell	38,597 -1,345	-3%	-$118K	0.32%	49
2021 Q2	$3.27M	Sell	39,942 -3,150	-7%	-$242K	0.34%	49
2021 Q1	$2.95M	Buy	43,092 +25,300	+142%	+$1.65M	0.35%	45
2020 Q4	$1.2M	Buy	17,792 +4,120	+30%	+$267K	0.16%	64
2020 Q3	$853K	Hold	13,672	–	–	0.13%	68
2020 Q2	$777K	Buy	+13,672	New	+$708K	0.14%	75

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

GM Advisory Group's OTIS Position: Q3 2025 in Review

GM Advisory Group sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 2,038 shares — an estimated $202K sold.

GM Advisory Group first reported a position in OTIS in Q2 2020 and held it in 10 quarters. The position peaked at $3.36M in Q4 2021. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

GM Advisory Group reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
GM Advisory Group sold 2,038 Otis Worldwide shares in Q3 2025, an estimated $202K.
GM Advisory Group first reported a position in Otis Worldwide in Q2 2020 and held it in 10 quarters.
GM Advisory Group's Otis Worldwide position peaked at $3.36M in Q4 2021.
1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on GM Advisory Group's 13F filing for Q3 2025, filed 19 Nov 2025.