Guerra Advisors’s Otis Worldwide OTIS Stock Holding History

Guerra 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 Q3	$3.11K	Buy	+34	New	+$3.09K	﹤0.01%	467

Other funds holding OTIS

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Guerra Advisors's OTIS Position: Q3 2025 in Review

Guerra Advisors opened a new position in Otis Worldwide (OTIS) in Q3 2025: 34 shares worth $3.11K. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings.

1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

Guerra Advisors held 34 shares of Otis Worldwide worth $3.11K as of Q3 2025.
Otis Worldwide was a new Guerra Advisors position in Q3 2025.
Otis Worldwide made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #467 holding.
1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.