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Hexagon Capital Partners’s Otis Worldwide OTIS Stock Holding History

Hexagon Capital Partners’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
-229
Closed -$23.6K – 1214
2025
Q1 		$23.6K Buy
229
+24
+12% +$2.35K ﹤0.01% 699
2024
Q4 		$19K Buy
205
+7
+4% +$702 ﹤0.01% 802
2024
Q3 		$20.6K Buy
198
+9
+5% +$857 ﹤0.01% 705
2024
Q2 		$18.2K Sell
189
-3
-2% -$289 ﹤0.01% 712
2024
Q1 		$19.1K Sell
192
-56
-23% -$5.18K ﹤0.01% 691
2023
Q4 		$22.2K Buy
248
+44
+22% +$3.66K 0.01% 601
2023
Q3 		$16.4K Sell
204
-7
-3% -$599 ﹤0.01% 622
2023
Q2 		$18.8K Sell
211
-51
-19% -$4.3K 0.01% 580
2023
Q1 		$22.1K Sell
262
-16
-6% -$1.32K 0.01% 528
2022
Q4 		$21.8K Sell
278
-43
-13% -$3.17K 0.01% 523
2022
Q3 		$20K Sell
321
-199
-38% -$14.6K 0.01% 591
2022
Q2 		$37K Buy
520
+20
+4% +$1.47K 0.01% 422
2022
Q1 		$38K Hold
500
– – 0.01% 408
2021
Q4 		$44K Buy
500
+33
+7% +$2.76K 0.01% 383
2021
Q3 		$38K Sell
467
-296
-39% -$26K 0.01% 378
2021
Q2 		$62K Sell
763
-260
-25% -$20K 0.02% 298
2021
Q1 		$70K Buy
1,023
+293
+40% +$19.2K 0.02% 274
2020
Q4 		$49K Hold
730
– – 0.01% 271
2020
Q3 		$45K Buy
+730
New +$44.6K 0.01% 266

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 $3.38T AUM 44.17% 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

Hexagon Capital Partners's OTIS Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 229 shares — an estimated $23.6K sold.

Hexagon Capital Partners first reported a position in OTIS in Q3 2020 and held it in 19 quarters. The position peaked at $70K in Q1 2021. 1,270 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Hexagon Capital Partners reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 229 Otis Worldwide shares in Q2 2025, an estimated $23.6K.
  • Hexagon Capital Partners first reported a position in Otis Worldwide in Q3 2020 and held it in 19 quarters.
  • Hexagon Capital Partners's Otis Worldwide position peaked at $70K in Q1 2021.
  • 1,270 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.