Horan Securities’s Otis Worldwide OTIS Stock Holding History

Horan Securities’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	$274K	Buy	2,770 +2	+0.1%	+$193	0.1%	113
2025 Q1	$286K	Buy	2,768 +2	+0.1%	+$195	0.11%	99
2024 Q4	$256K	Buy	2,766 +1	+0%	+$100	0.1%	107
2024 Q3	$287K	Buy	2,765 +2	+0.1%	+$191	0.11%	106
2024 Q2	$266K	Buy	+2,763	New	+$266K	0.12%	96
2023 Q3	–	Sell	-1,360	Closed	-$121K	–	479
2023 Q2	$121K	Buy	1,360 +402	+42%	+$33.9K	0.05%	161
2023 Q1	$80.9K	Hold	958	–	–	0.04%	168
2022 Q4	$75K	Sell	958 -8	-0.8%	-$591	0.04%	168
2022 Q3	$62K	Hold	966	–	–	0.04%	167
2022 Q2	$67K	Hold	966	–	–	0.04%	150
2022 Q1	$74K	Hold	966	–	–	0.04%	144
2021 Q4	$84K	Buy	+966	New	+$80.9K	0.05%	139
2021 Q2	$79K	Hold	966	–	–	0.06%	137
2021 Q1	$66K	Hold	966	–	–	0.06%	119
2020 Q4	$65K	Hold	966	–	–	0.05%	105
2020 Q3	$60K	Hold	966	–	–	0.06%	91
2020 Q2	$55K	Buy	+966	New	+$50K	0.06%	67

Other funds holding OTIS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return