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Halbert Hargrove Global Advisors’s Otis Worldwide OTIS Stock Holding History

Halbert Hargrove Global 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
Q4 		– Sell
-37
Closed -$3.38K – 633
2025
Q3 		$3.38K Buy
+37
New +$3.36K ﹤0.01% 480

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Halbert Hargrove Global Advisors's OTIS Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 37 shares — an estimated $3.38K sold.

Halbert Hargrove Global Advisors first reported a position in OTIS in Q3 2025 and held it in 1 quarter. The position peaked at $3.38K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 37 Otis Worldwide shares in Q4 2025, an estimated $3.38K.
  • Halbert Hargrove Global Advisors first reported a position in Otis Worldwide in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Otis Worldwide position peaked at $3.38K in Q3 2025.
  • 1,311 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.