Heck Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Heck Capital 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 Q1	–	Sell	-38	Closed	-$3.52K	–	619
2024 Q4	$3.52K	Buy	+38	New	+$3.81K	﹤0.01%	597

Other funds holding OTIS

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Norges Bank Oslo, Norway $1T AUM

Heck Capital Advisors's OTIS Position: Q1 2025 in Review

Heck Capital Advisors sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 38 shares — an estimated $3.52K sold.

Heck Capital Advisors first reported a position in OTIS in Q4 2024 and held it in 1 quarter. The position peaked at $3.52K in Q4 2024. 1,245 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

Heck Capital Advisors reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 38 Otis Worldwide shares in Q1 2025, an estimated $3.52K.
Heck Capital Advisors first reported a position in Otis Worldwide in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Otis Worldwide position peaked at $3.52K in Q4 2024.
1,245 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.