Integrated Advisors Network’s Otis Worldwide OTIS Stock Holding History

Integrated Advisors Network’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	-2,063	Closed	-$213K	–	784
2025 Q1	$213K	Buy	+2,063	New	+$202K	0.01%	676
2024 Q4	–	Sell	-2,130	Closed	-$221K	–	742
2024 Q3	$221K	Sell	2,130 -19	-0.9%	-$1.81K	0.01%	670
2024 Q2	$207K	Buy	2,149 +28	+1%	+$2.7K	0.01%	656
2024 Q1	$211K	Buy	+2,121	New	+$196K	0.01%	674

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

Integrated Advisors Network's OTIS Position: Q2 2025 in Review

Integrated Advisors Network sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 2,063 shares — an estimated $213K sold.

Integrated Advisors Network first reported a position in OTIS in Q1 2024 and held it in 4 quarters. The position peaked at $221K in Q3 2024. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Integrated Advisors Network reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
Integrated Advisors Network sold 2,063 Otis Worldwide shares in Q2 2025, an estimated $213K.
Integrated Advisors Network first reported a position in Otis Worldwide in Q1 2024 and held it in 4 quarters.
Integrated Advisors Network's Otis Worldwide position peaked at $221K in Q3 2024.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Integrated Advisors Network's 13F filing for Q2 2025, filed 12 Aug 2025.