Hopwood Financial Services’s Otis Worldwide OTIS Stock Holding History

Hopwood Financial Services’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	-562	Closed	-$51.4K	–	230
2025 Q3	$51.4K	Hold	562	–	–	0.03%	154
2025 Q2	$55.6K	Hold	562	–	–	0.04%	143
2025 Q1	$58K	Hold	562	–	–	0.04%	141
2024 Q4	$52K	Buy	+562	New	+$56.4K	0.04%	150

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

Hopwood Financial Services's OTIS Position: Q4 2025 in Review

Hopwood Financial Services sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 562 shares — an estimated $51.4K sold.

Hopwood Financial Services first reported a position in OTIS in Q4 2024 and held it in 4 quarters. The position peaked at $58K in Q1 2025. 1,311 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Hopwood Financial Services reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
Hopwood Financial Services sold 562 Otis Worldwide shares in Q4 2025, an estimated $51.4K.
Hopwood Financial Services first reported a position in Otis Worldwide in Q4 2024 and held it in 4 quarters.
Hopwood Financial Services's Otis Worldwide position peaked at $58K in Q1 2025.
1,311 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.