Heartwood Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Heartwood Wealth 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	-89	Closed	-$8.14K	–	483
2025 Q3	$8.14K	Buy	+89	New	+$8.08K	﹤0.01%	395

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Heartwood Wealth Advisors's OTIS Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 89 shares — an estimated $8.14K sold.

Heartwood Wealth Advisors first reported a position in OTIS in Q3 2025 and held it in 1 quarter. The position peaked at $8.14K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 89 Otis Worldwide shares in Q4 2025, an estimated $8.14K.
Heartwood Wealth Advisors first reported a position in Otis Worldwide in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Otis Worldwide position peaked at $8.14K in Q3 2025.
1,311 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.