GPS Wealth Strategies Group’s Otis Worldwide OTIS Stock Holding History

GPS Wealth Strategies 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 Q4	$2.46K	Sell	28 -368	-93%	-$32.9K	﹤0.01%	527
2025 Q3	$36.2K	Hold	396	–	–	﹤0.01%	755
2025 Q2	$39.2K	Hold	396	–	–	﹤0.01%	695
2025 Q1	$40.9K	Hold	396	–	–	0.01%	657
2024 Q4	$36.7K	Hold	396	–	–	﹤0.01%	654
2024 Q3	$41.2K	Hold	396	–	–	0.01%	625
2024 Q2	$38.1K	Buy	396 +368	+1,314%	+$35.5K	0.01%	599
2024 Q1	$2.78K	Hold	28	–	–	﹤0.01%	1098
2023 Q4	$2.5K	Hold	28	–	–	﹤0.01%	1092
2023 Q3	$2.25K	Hold	28	–	–	﹤0.01%	1105
2023 Q2	$2.49K	Buy	+28	New	+$2.36K	﹤0.01%	1086
2022 Q3	–	Sell	-66	Closed	-$4.83K	–	1161
2022 Q2	$5K	Hold	66	–	–	﹤0.01%	886
2022 Q1	$5K	Buy	+66	New	+$5.28K	﹤0.01%	854

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return

GPS Wealth Strategies Group's OTIS Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Otis Worldwide (OTIS) stake by 93% in Q4 2025, selling an estimated $32.9K and leaving 28 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

GPS Wealth Strategies Group first reported a position in OTIS in Q1 2022 and has held it in 13 quarters since. The position peaked at $41.2K in Q3 2024. 1,307 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

GPS Wealth Strategies Group held 28 shares of Otis Worldwide worth $2.46K as of Q4 2025.
GPS Wealth Strategies Group sold 368 Otis Worldwide shares in Q4 2025, an estimated $32.9K.
Otis Worldwide made up ﹤0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #527 holding.
GPS Wealth Strategies Group first reported a position in Otis Worldwide in Q1 2022 and has held it in 13 quarters since.
GPS Wealth Strategies Group's Otis Worldwide position peaked at $41.2K in Q3 2024.
1,307 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.