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Haverford Trust Company’s Otis Worldwide OTIS Stock Holding History

Haverford Trust Company’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
-3,063
Closed -$303K – 411
2025
Q2 		$303K Buy
3,063
+1,010
+49% +$97.5K ﹤0.01% 356
2025
Q1 		$212K Sell
2,053
-125
-6% -$12.2K ﹤0.01% 383
2024
Q4 		$202K Sell
2,178
-150
-6% -$15K ﹤0.01% 382
2024
Q3 		$242K Buy
2,328
+180
+8% +$17.1K ﹤0.01% 382
2024
Q2 		$207K Buy
2,148
+72
+3% +$6.94K ﹤0.01% 388
2024
Q1 		$206K Buy
+2,076
New +$192K ﹤0.01% 370
2022
Q2 		– Sell
-2,963
Closed -$228K – 356
2022
Q1 		$228K Buy
+2,963
New +$237K ﹤0.01% 338
2021
Q3 		– Sell
-3,361
Closed -$275K – 364
2021
Q2 		$275K Buy
3,361
+226
+7% +$17.4K ﹤0.01% 307
2021
Q1 		$215K Buy
+3,135
New +$205K ﹤0.01% 302
2020
Q4 		– Sell
-3,547
Closed -$221K – 303
2020
Q3 		$221K Sell
3,547
-3,792
-52% -$232K ﹤0.01% 268
2020
Q2 		$417K Buy
+7,339
New +$380K 0.01% 211

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Haverford Trust Company's OTIS Position: Q3 2025 in Review

Haverford Trust Company sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 3,063 shares — an estimated $303K sold.

Haverford Trust Company first reported a position in OTIS in Q2 2020 and held it in 11 quarters. The position peaked at $417K in Q2 2020. 1,251 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Haverford Trust Company reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Haverford Trust Company sold 3,063 Otis Worldwide shares in Q3 2025, an estimated $303K.
  • Haverford Trust Company first reported a position in Otis Worldwide in Q2 2020 and held it in 11 quarters.
  • Haverford Trust Company's Otis Worldwide position peaked at $417K in Q2 2020.
  • 1,251 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Haverford Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.