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	–	477
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 $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Horan Securities's OTIS Position: Q2 2025 in Review

Horan Securities increased its Otis Worldwide (OTIS) stake by 0.07% in Q2 2025, buying an estimated $193 and bringing the position to 2,770 shares worth $274K. The position accounts for 0.1% of the portfolio, ranked #113.

Horan Securities first reported a position in OTIS in Q2 2020 and has held it in 17 quarters since. The position peaked at $287K in Q3 2024. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Horan Securities held 2,770 shares of Otis Worldwide worth $274K as of Q2 2025.
Horan Securities bought 2 Otis Worldwide shares in Q2 2025, an estimated $193.
Otis Worldwide made up 0.1% of Horan Securities's portfolio in Q2 2025, its #113 holding.
Horan Securities first reported a position in Otis Worldwide in Q2 2020 and has held it in 17 quarters since.
Horan Securities's Otis Worldwide position peaked at $287K in Q3 2024.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.