Iconiq Capital’s Otis Worldwide OTIS Stock Holding History

Iconiq Capital’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	-1,995	Closed	-$206K	–	441
2025 Q1	$206K	Buy	+1,995	New	+$195K	﹤0.01%	365

Other funds holding OTIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Iconiq Capital's OTIS Position: Q2 2025 in Review

Iconiq Capital sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 1,995 shares — an estimated $206K sold.

Iconiq Capital first reported a position in OTIS in Q1 2025 and held it in 1 quarter. The position peaked at $206K in Q1 2025. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Iconiq Capital reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
Iconiq Capital sold 1,995 Otis Worldwide shares in Q2 2025, an estimated $206K.
Iconiq Capital first reported a position in Otis Worldwide in Q1 2025 and held it in 1 quarter.
Iconiq Capital's Otis Worldwide position peaked at $206K in Q1 2025.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Iconiq Capital's 13F filing for Q2 2025, filed 14 Aug 2025.