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Hemington Wealth Management’s Otis Worldwide OTIS Stock Holding History

Hemington Wealth Management’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 		$35K Sell
391
-41
-9% -$3.72K ﹤0.01% 457
2025
Q2 		$42K Buy
432
+7
+2% +$676 0.01% 379
2025
Q1 		$43K Buy
425
+42
+11% +$4.1K 0.01% 353
2024
Q4 		$35K Buy
383
+42
+12% +$4.21K 0.01% 390
2024
Q3 		$33K Buy
+341
New +$32.5K 0.01% 380

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Hemington Wealth Management's OTIS Position: Q3 2025 in Review

Hemington Wealth Management reduced its Otis Worldwide (OTIS) stake by 9.5% in Q3 2025, selling an estimated $3.72K and leaving 391 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Hemington Wealth Management first reported a position in OTIS in Q3 2024 and has held it in 5 quarters since. The position peaked at $43K in Q1 2025. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Hemington Wealth Management held 391 shares of Otis Worldwide worth $35K as of Q3 2025.
  • Hemington Wealth Management sold 41 Otis Worldwide shares in Q3 2025, an estimated $3.72K.
  • Otis Worldwide made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #457 holding.
  • Hemington Wealth Management first reported a position in Otis Worldwide in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Otis Worldwide position peaked at $43K in Q1 2025.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.