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HeadInvest LLC’s Otis Worldwide OTIS Stock Holding History

HeadInvest LLC’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
Q2 		– Sell
-3,564
Closed -$368K – 222
2025
Q1 		$368K Sell
3,564
-223
-6% -$21.8K 0.07% 178
2024
Q4 		$351K Sell
3,787
-101
-3% -$10.1K 0.07% 177
2024
Q3 		$404K Sell
3,888
-993
-20% -$94.6K 0.07% 165
2024
Q2 		$470K Sell
4,881
-475
-9% -$45.8K 0.09% 145
2024
Q1 		$532K Sell
5,356
-140
-3% -$12.9K 0.1% 138
2023
Q4 		$492K Sell
5,496
-224
-4% -$18.6K 0.1% 141
2023
Q3 		$455K Buy
5,720
+82
+1% +$7.01K 0.1% 139
2023
Q2 		$493K Sell
5,638
-762
-12% -$64.2K 0.11% 137
2023
Q1 		$540K Sell
6,400
-140
-2% -$11.6K 0.12% 124
2022
Q4 		$512K Sell
6,540
-192
-3% -$14.2K 0.11% 129
2022
Q3 		$430K Sell
6,732
-7
-0.1% -$512 0.1% 145
2022
Q2 		$476K Sell
6,739
-98
-1% -$7.22K 0.11% 139
2022
Q1 		$526K Sell
6,837
-131
-2% -$10.5K 0.1% 140
2021
Q4 		$607K Sell
6,968
-64
-0.9% -$5.36K 0.11% 134
2021
Q3 		$579K Sell
7,032
-621
-8% -$54.6K 0.11% 132
2021
Q2 		$625K Sell
7,653
-217
-3% -$16.7K 0.12% 125
2021
Q1 		$538K Sell
7,870
-3,607
-31% -$236K 0.11% 137
2020
Q4 		$775K Sell
11,477
-714
-6% -$46.3K 0.16% 93
2020
Q3 		$761K Sell
12,191
-1,745
-13% -$107K 0.22% 81
2020
Q2 		$792K Buy
+13,936
New +$722K 0.25% 72

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

HeadInvest LLC's OTIS Position: Q2 2025 in Review

HeadInvest LLC sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 3,564 shares — an estimated $368K sold.

HeadInvest LLC first reported a position in OTIS in Q2 2020 and held it in 20 quarters. The position peaked at $792K in Q2 2020. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • HeadInvest LLC reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • HeadInvest LLC sold 3,564 Otis Worldwide shares in Q2 2025, an estimated $368K.
  • HeadInvest LLC first reported a position in Otis Worldwide in Q2 2020 and held it in 20 quarters.
  • HeadInvest LLC's Otis Worldwide position peaked at $792K in Q2 2020.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on HeadInvest LLC's 13F filing for Q2 2025, filed 14 Aug 2025.